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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 | $110,482 | $91,037+21.4% | $71,671+54.2% | $147,586-25.1% |
| Participation rate | 72.7% | 76.1%-3.4pp | 68.7%+4.0pp | 82.8%-10.1pp |
| Annual return | 12.23% | 20.48%-8.2pp | 20.65%-8.4pp | 578.59%-566.4pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,590 | $4,498-64.7% | $3,438-53.8% | $5,439-70.8% |
| Admin fee / account holder | $929 | $8,613-89.2% | $5,558-83.3% | $10,886-91.5% |