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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 | $105,275 | $127,100-17.2% | $105,738-0.4% | $135,379-22.2% |
| Participation rate | 93.3% | 82.7%+10.6pp | 76.3%+17.0pp | 82.6%+10.7pp |
| Annual return | 15.70% | 4.49%+11.2pp | 6.27%+9.4pp | 519.79%-504.1pp |
| Employer contribution / active EE | $6,095 | $4,107+48.4% | $3,268+86.5% | $4,779+27.5% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,222 | $9,087-75.5% | $6,913-67.9% | $10,828-79.5% |