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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 | $160,461 | $93,617+71.4% | $135,982+18.0% | $75,177+113.4% |
| Participation rate | 96.0% | 75.2%+20.8pp | 81.9%+14.1pp | 67.2%+28.8pp |
| Annual return | 17.18% | 30.89%-13.7pp | 68.32%-51.1pp | 160.75%-143.6pp |
| Employer contribution / active EE | $2,062 | $3,538-41.7% | $4,859-57.6% | $2,671-22.8% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,307 | $6,980-24.0% | $10,767-50.7% | $5,651-6.1% |