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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 | $112,132 | $104,251+7.6% | $91,004+23.2% | $147,586-24.0% |
| Participation rate | 90.0% | 78.2%+11.8pp | 75.6%+14.4pp | 82.8%+7.2pp |
| Annual return | 13.47% | 27.06%-13.6pp | 4.60%+8.9pp | 578.59%-565.1pp |
| Employer contribution / active EE | $8,000 | $3,116+156.8% | $2,456+225.8% | $4,876+64.1% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,132 | $8,948-53.8% | $5,417-23.7% | $10,886-62.0% |