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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 | $91,020 | $65,364+39.3% | $92,909-2.0% | $72,975+24.7% |
| Participation rate | 93.9% | 68.3%+25.6pp | 76.0%+17.9pp | 69.5%+24.5pp |
| Annual return | 18.81% | 42.11%-23.3pp | 109.44%-90.6pp | 81.01%-62.2pp |
| Employer contribution / active EE | $16,883 | $2,594+550.8% | $3,653+362.1% | $2,440+591.9% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $622 | $4,251-85.4% | $5,795-89.3% | $5,124-87.9% |