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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 | $96,615 | $90,400+6.9% | $186,193-48.1% | $87,485+10.4% |
| Participation rate | 96.4% | 66.2%+30.2pp | 77.1%+19.3pp | 68.9%+27.5pp |
| Annual return | 14.68% | 22.15%-7.5pp | 78.03%-63.3pp | 26.06%-11.4pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,584 | $4,330+144.4% | $6,513+62.5% | $4,274+147.7% |
| Admin fee / account holder | $1,773 | $8,673-79.6% | $11,058-84.0% | $7,775-77.2% |