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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 | $178,523 | $112,729+58.4% | $98,716+80.8% | $137,256+30.1% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.3%+19.6pp | 80.0%+8.9pp |
| Annual return | 10.57% | 38.48%-27.9pp | 31.81%-21.2pp | 220.34%-209.8pp |
| Employer contribution / active EE | $5,634 | $2,725+106.7% | $2,279+147.3% | $4,156+35.6% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $81,844 | $10,129+708.1% | $8,703+840.4% | $12,270+567.0% |