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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 | $142,886 | $108,825+31.3% | $156,181-8.5% | $82,448+73.3% |
| Participation rate | 84.6% | 72.4%+12.2pp | 78.8%+5.8pp | 68.1%+16.5pp |
| Annual return | 16.65% | 20.59%-3.9pp | 64.87%-48.2pp | 41.64%-25.0pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,463 | $4,577+84.9% | $6,132+38.0% | $4,139+104.5% |
| Admin fee / account holder | $2,996 | $9,341-67.9% | $14,586-79.5% | $7,234-58.6% |