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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 | $207,197 | $110,337+87.8% | $102,383+102.4% | $145,877+42.0% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 16.45% | 24.83%-8.4pp | 24.94%-8.5pp | 551.28%-534.8pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,794 | $5,621-32.5% | $5,060-25.0% | $6,691-43.3% |
| Admin fee / account holder | $4,599 | $9,750-52.8% | $8,391-45.2% | $13,402-65.7% |