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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 | $127,108 | $100,901+26.0% | $75,501+68.4% | $147,586-13.9% |
| Participation rate | 70.6% | 77.1%-6.5pp | 72.4%-1.8pp | 82.8%-12.2pp |
| Annual return | 12.56% | 35.78%-23.2pp | 27.35%-14.8pp | 578.59%-566.0pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,911 | $4,027+71.6% | $3,142+119.9% | $5,439+27.1% |
| Admin fee / account holder | $652 | $11,285-94.2% | $5,801-88.8% | $10,886-94.0% |