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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 | $145,152 | $116,203+24.9% | $93,621+55.0% | $152,897-5.1% |
| Participation rate | 84.2% | 78.1%+6.2pp | 75.8%+8.4pp | 82.5%+1.8pp |
| Annual return | 19.17% | 35.96%-16.8pp | 32.76%-13.6pp | 345.43%-326.3pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,428 | $4,605-25.5% | $4,070-15.8% | $5,851-41.4% |
| Admin fee / account holder | $10,093 | $10,751-6.1% | $7,890+27.9% | $11,599-13.0% |