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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 | $175,973 | $78,423+124.4% | $95,964+83.4% | $79,856+120.4% |
| Participation rate | 77.4% | 73.5%+3.9pp | 77.1%+0.3pp | 69.6%+7.8pp |
| Annual return | 17.16% | 19.37%-2.2pp | 91.64%-74.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,472 | $3,440+59.1% | $4,167+31.3% | $3,741+46.3% |
| Admin fee / account holder | $10,019 | $5,622+78.2% | $6,797+47.4% | $5,306+88.8% |