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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 | $48,542 | $115,780-58.1% | $101,255-52.1% | $158,931-69.5% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 8.27% | 56.14%-47.9pp | 46.48%-38.2pp | 302.86%-294.6pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,186 | $4,958-55.9% | $4,370-50.0% | $5,982-63.5% |
| Admin fee / account holder | $7,867 | $7,246+8.6% | $5,946+32.3% | $11,247-30.1% |