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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 | $128,666 | $99,875+28.8% | $146,866-12.4% | $86,983+47.9% |
| Participation rate | 96.6% | 75.8%+20.7pp | 82.5%+14.0pp | 69.5%+27.0pp |
| Annual return | 18.52% | 28.10%-9.6pp | 102.85%-84.3pp | 25.83%-7.3pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $12,638 | $6,322+99.9% | $7,759+62.9% | $4,194+201.3% |
| Admin fee / account holder | $3,906 | $7,838-50.2% | $13,620-71.3% | $7,856-50.3% |