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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 | $77,623 | $60,442+28.4% | $96,754-19.8% | $87,485-11.3% |
| Participation rate | 72.0% | 58.7%+13.3pp | 70.3%+1.7pp | 68.9%+3.1pp |
| Annual return | 13.63% | 21.97%-8.3pp | 82.04%-68.4pp | 26.06%-12.4pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,901 | $3,280+49.4% | $4,758+3.0% | $4,274+14.7% |
| Admin fee / account holder | $7,710 | $5,069+52.1% | $8,905-13.4% | $7,775-0.8% |