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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 | $161,992 | $72,486+123.5% | $87,103+86.0% | $72,976+122.0% |
| Participation rate | 92.6% | 72.8%+19.8pp | 76.9%+15.7pp | 69.5%+23.1pp |
| Annual return | 19.62% | 24.46%-4.8pp | 28.19%-8.6pp | 81.02%-61.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,303 | $3,270+92.8% | $4,049+55.7% | $3,608+74.7% |
| Admin fee / account holder | $27,675 | $5,055+447.5% | $7,491+269.4% | $5,124+440.1% |