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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 | $175,518 | $124,330+41.2% | $109,173+60.8% | $167,536+4.8% |
| Participation rate | 93.8% | 79.5%+14.3pp | 75.9%+17.9pp | 82.1%+11.6pp |
| Annual return | 14.04% | 26.04%-12.0pp | 25.75%-11.7pp | 478.82%-464.8pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $12,587 | $5,256+139.5% | $4,654+170.5% | $6,342+98.5% |
| Admin fee / account holder | $4,482 | $7,974-43.8% | $6,755-33.6% | $12,315-63.6% |