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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 | $156,851 | $176,786-11.3% | $146,643+7.0% | $167,536-6.4% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 14.85% | 24.04%-9.2pp | 22.75%-7.9pp | 478.82%-464.0pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $10,531 | $6,440+63.5% | $5,506+91.3% | $6,342+66.1% |
| Admin fee / account holder | $8,130 | $13,262-38.7% | $10,280-20.9% | $12,315-34.0% |