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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 | $55,101 | $176,786-68.8% | $146,643-62.4% | $167,536-67.1% |
| Participation rate | 81.8% | 83.6%-1.8pp | 80.1%+1.7pp | 82.1%-0.3pp |
| Annual return | 14.14% | 24.04%-9.9pp | 22.75%-8.6pp | 478.82%-464.7pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,425 | $6,440-31.3% | $5,506-19.6% | $6,342-30.2% |
| Admin fee / account holder | $3,630 | $13,262-72.6% | $10,280-64.7% | $12,315-70.5% |