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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 | $196,461 | $117,859+66.7% | $102,438+91.8% | $145,959+34.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.75% | 31.72%-20.0pp | 29.37%-17.6pp | 561.95%-550.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $7,095 | $5,732+23.8% | $5,054+40.4% | $6,689+6.1% |
| Admin fee / account holder | $910 | $13,318-93.2% | $9,448-90.4% | $13,398-93.2% |