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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 | $200,286 | $114,119+75.5% | $107,187+86.9% | $138,895+44.2% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.0%-5.0pp | 79.9%-9.9pp |
| Annual return | 13.14% | 273.21%-260.1pp | 204.55%-191.4pp | 145.39%-132.2pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,668 | $5,538+56.5% | $5,096+70.1% | $6,396+35.5% |
| Admin fee / account holder | $2,325 | $10,024-76.8% | $9,162-74.6% | $12,562-81.5% |