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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 | $56,116-6.6% | $135,768-61.4% | $86,983-39.7% |
| Participation rate | 76.4% | 60.1%+16.3pp | 71.1%+5.3pp | 69.5%+6.8pp |
| Annual return | 17.96% | 125.33%-107.4pp | 526.10%-508.1pp | 25.83%-7.9pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,636 | $2,690+109.5% | $3,977+41.7% | $4,194+34.4% |
| Admin fee / account holder | $2,287 | $4,314-47.0% | $7,048-67.6% | $7,856-70.9% |