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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 | $155,121 | $65,961+135.2% | $180,320-14.0% | $94,015+65.0% |
| Participation rate | 70.8% | 61.3%+9.6pp | 71.5%-0.7pp | 70.8%0pp |
| Annual return | 15.33% | 14.27%+1.1pp | 778.54%-763.2pp | 17.84%-2.5pp |
| Employer contribution / active EE | $0 | $1,737-100.0% | $4,108-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $9,749 | $3,003+224.6% | $4,304+126.5% | $4,249+129.4% |
| Admin fee / account holder | $1,843 | $4,901-62.4% | $10,000-81.6% | $8,951-79.4% |