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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 | $49,751 | $58,258-14.6% | $81,820-39.2% | $80,925-38.5% |
| Participation rate | 81.3% | 63.5%+17.8pp | 72.4%+8.9pp | 67.7%+13.6pp |
| Annual return | 11.99% | 41.76%-29.8pp | 777.93%-765.9pp | 35.65%-23.7pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,833 | $3,284+108.1% | $4,323+58.1% | $4,299+59.0% |
| Admin fee / account holder | $6,304 | $4,976+26.7% | $7,391-14.7% | $6,940-9.2% |