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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 | $141,406 | $78,428+80.3% | $95,960+47.4% | $79,852+77.1% |
| Participation rate | 84.6% | 73.5%+11.1pp | 77.1%+7.5pp | 69.6%+15.0pp |
| Annual return | 12.02% | 19.37%-7.4pp | 91.63%-79.6pp | 31.72%-19.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $12,535 | $3,440+264.4% | $4,167+200.8% | $3,740+235.1% |
| Admin fee / account holder | $7,682 | $5,622+36.6% | $6,797+13.0% | $5,306+44.8% |