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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 | $86,196 | $87,166-1.1% | $76,735+12.3% | $137,256-37.2% |
| Participation rate | 94.1% | 74.4%+19.8pp | 69.5%+24.6pp | 80.0%+14.2pp |
| Annual return | 19.67% | 26.50%-6.8pp | 29.77%-10.1pp | 220.34%-200.7pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,314 | $4,726-8.7% | $4,088+5.5% | $6,407-32.7% |
| Admin fee / account holder | $19,445 | $8,403+131.4% | $7,189+170.5% | $12,270+58.5% |