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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 | $46,041 | $105,200-56.2% | $159,474-71.1% | $85,847-46.4% |
| Participation rate | 82.6% | 75.8%+6.8pp | 82.8%-0.2pp | 69.3%+13.3pp |
| Annual return | 13.02% | 45.08%-32.1pp | 263.68%-250.7pp | 318.61%-305.6pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,828 | $5,946-2.0% | $7,353-20.7% | $3,952+47.5% |
| Admin fee / account holder | $3,879 | $6,934-44.1% | $10,802-64.1% | $6,261-38.0% |