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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 | $84,851 | $105,929-19.9% | $81,716+3.8% | $158,966-46.6% |
| Participation rate | 90.0% | 75.6%+14.4pp | 72.0%+18.0pp | 82.0%+8.0pp |
| Annual return | 8.90% | 38.19%-29.3pp | 29.49%-20.6pp | 302.95%-294.0pp |
| Employer contribution / active EE | $0 | $7,802-100.0% | $4,310-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,324 | $13,007-82.1% | $7,108-67.3% | $5,983-61.2% |
| Admin fee / account holder | $13,024 | $8,492+53.4% | $5,159+152.4% | $11,250+15.8% |