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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 | $135,737 | $162,821-16.6% | $133,978+1.3% | $158,982-14.6% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 21.51% | 41.95%-20.4pp | 45.10%-23.6pp | 302.99%-281.5pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $12,176 | $5,910+106.0% | $5,047+141.2% | $5,983+103.5% |
| Admin fee / account holder | $5,321 | $11,742-54.7% | $8,930-40.4% | $11,252-52.7% |