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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 | $26,075 | $103,038-74.7% | $90,324-71.1% | $152,909-82.9% |
| Participation rate | 85.7% | 75.9%+9.8pp | 73.3%+12.4pp | 82.5%+3.3pp |
| Annual return | 14.81% | 95.25%-80.4pp | 78.15%-63.3pp | 345.46%-330.7pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,329 | $4,282-22.3% | $3,885-14.3% | $5,851-43.1% |
| Admin fee / account holder | $400 | $6,177-93.5% | $5,356-92.5% | $11,601-96.6% |