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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 | $200,385 | $117,829+70.1% | $102,423+95.6% | $145,877+37.4% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 18.69% | 31.83%-13.1pp | 29.42%-10.7pp | 551.28%-532.6pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,233 | $5,732-8.7% | $5,054+3.5% | $6,691-21.8% |
| Admin fee / account holder | $8,667 | $13,335-35.0% | $9,455-8.3% | $13,402-35.3% |