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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 | $101,436 | $117,846-13.9% | $102,434-1.0% | $145,884-30.5% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 15.87% | 31.90%-16.0pp | 29.46%-13.6pp | 551.85%-536.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,377 | $5,733-23.7% | $5,055-13.4% | $6,690-34.6% |
| Admin fee / account holder | $9,660 | $13,356-27.7% | $9,462+2.1% | $13,392-27.9% |