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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 | $165,416 | $113,338+45.9% | $94,993+74.1% | $147,586+12.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 27.49% | 20.80%+6.7pp | 27.14%+0.3pp | 578.59%-551.1pp |
| Employer contribution / active EE | $1,423 | $3,160-55.0% | $2,603-45.3% | $4,876-70.8% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $17,643 | $6,063+191.0% | $4,960+255.7% | $10,886+62.1% |