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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 | $77,073 | $103,393-25.5% | $87,103-11.5% | $152,909-49.6% |
| Participation rate | 83.3% | 79.4%+4.0pp | 76.9%+6.5pp | 82.5%+0.9pp |
| Annual return | 20.28% | 28.10%-7.8pp | 28.19%-7.9pp | 345.46%-325.2pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $10,926 | $4,778+128.6% | $4,049+169.9% | $5,851+86.7% |
| Admin fee / account holder | $670 | $12,195-94.5% | $7,491-91.1% | $11,601-94.2% |