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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 | $186,195 | $100,147+85.9% | $81,286+129.1% | $145,877+27.6% |
| Participation rate | 94.4% | 74.2%+20.2pp | 69.5%+24.9pp | 80.3%+14.1pp |
| Annual return | 11.43% | 34.44%-23.0pp | 24.80%-13.4pp | 551.28%-539.9pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,607-100.0% | $3,883-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,365 | $8,201-83.4% | $5,764-76.3% | $13,402-89.8% |