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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 | $52,425 | $52,353+0.1% | $120,225-56.4% | $82,448-36.4% |
| Participation rate | 76.4% | 58.3%+18.1pp | 69.6%+6.8pp | 68.1%+8.3pp |
| Annual return | 17.96% | 61.85%-43.9pp | 439.23%-421.3pp | 41.64%-23.7pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,636 | $2,627+114.6% | $3,999+40.9% | $4,139+36.2% |
| Admin fee / account holder | $2,287 | $4,363-47.6% | $5,696-59.9% | $7,234-68.4% |