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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 | $192,495 | $201,370-4.4% | $184,256+4.5% | $145,897+31.9% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 13.76% | 29.05%-15.3pp | 28.85%-15.1pp | 552.29%-538.5pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $16,708 | $9,808+70.4% | $9,133+82.9% | $6,689+149.8% |
| Admin fee / account holder | $9,758 | $16,364-40.4% | $13,899-29.8% | $13,390-27.1% |