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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 | $88,267 | $95,915-8.0% | $79,580+10.9% | $134,532-34.4% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | 17.54% | -2.71%+20.3pp | 0.15%+17.4pp | 418.27%-400.7pp |
| Employer contribution / active EE | $13,549 | $3,129+333.0% | $2,413+461.4% | $4,741+185.8% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,641 | $9,132-49.2% | $6,835-32.1% | $11,429-59.4% |