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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 | $80,126 | $98,776-18.9% | $149,745-46.5% | $79,856+0.3% |
| Participation rate | 89.4% | 75.8%+13.6pp | 82.5%+6.9pp | 69.6%+19.7pp |
| Annual return | 12.36% | 27.38%-15.0pp | 276.72%-264.4pp | 31.71%-19.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,150 | $5,681-9.4% | $6,843-24.7% | $3,741+37.7% |
| Admin fee / account holder | $3,749 | $6,053-38.1% | $9,312-59.7% | $5,306-29.3% |