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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 | $54,368 | $61,125-11.1% | $94,057-42.2% | $87,485-37.9% |
| Participation rate | 74.0% | 64.1%+10.0pp | 73.3%+0.7pp | 68.9%+5.1pp |
| Annual return | 13.13% | 35.20%-22.1pp | 480.62%-467.5pp | 26.06%-12.9pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,986 | $3,260+22.3% | $4,709-15.4% | $4,274-6.7% |
| Admin fee / account holder | $1,045 | $5,629-81.4% | $7,244-85.6% | $7,775-86.6% |