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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 | $109,441 | $209,336-47.7% | $197,124-44.5% | $137,256-20.3% |
| Participation rate | 88.9% | 87.3%+1.6pp | 86.7%+2.2pp | 80.0%+8.9pp |
| Annual return | 14.80% | 48.09%-33.3pp | 44.34%-29.5pp | 220.34%-205.5pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $17,056 | $9,614+77.4% | $9,135+86.7% | $6,407+166.2% |
| Admin fee / account holder | $28,194 | $17,308+62.9% | $16,298+73.0% | $12,270+129.8% |