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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 | $113,068 | $228,352-50.5% | $185,827-39.2% | $158,950-28.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.72% | 40.81%-28.1pp | 35.96%-23.2pp | 302.91%-290.2pp |
| Employer contribution / active EE | $4,364 | $4,967-12.1% | $4,087+6.8% | $4,762-8.4% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,513 | $11,867-28.3% | $9,502-10.4% | $11,248-24.3% |