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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 | $150,915 | $85,171+77.2% | $172,753-12.6% | $72,976+106.8% |
| Participation rate | 81.5% | 70.1%+11.4pp | 82.6%-1.2pp | 69.5%+12.0pp |
| Annual return | 19.85% | 27.32%-7.5pp | 803.00%-783.2pp | 81.02%-61.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,568 | $3,260-21.2% | $5,198-50.6% | $3,608-28.8% |
| Admin fee / account holder | $11,171 | $5,880+90.0% | $13,956-20.0% | $5,124+118.0% |