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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,127 | $108,882-30.1% | $96,754-21.3% | $154,746-50.8% |
| Participation rate | 88.2% | 75.1%+13.2pp | 70.3%+18.0pp | 80.7%+7.5pp |
| Annual return | 19.49% | 98.39%-78.9pp | 82.04%-62.5pp | 172.34%-152.8pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,035 | $5,323-24.2% | $4,758-15.2% | $6,730-40.0% |
| Admin fee / account holder | $1,215 | $10,200-88.1% | $8,905-86.4% | $14,365-91.5% |