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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 | $219,959 | $86,298+154.9% | $111,308+97.6% | $85,847+156.2% |
| Participation rate | 74.2% | 73.3%+0.9pp | 77.3%-3.1pp | 69.3%+4.9pp |
| Annual return | 16.97% | 19.99%-3.0pp | 54.67%-37.7pp | 318.61%-301.6pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,881 | $3,641+61.5% | $4,487+31.0% | $3,952+48.8% |
| Admin fee / account holder | $1,523 | $8,189-81.4% | $7,965-80.9% | $6,261-75.7% |