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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 | $101,146 | $227,597-55.6% | $189,575-46.6% | $167,536-39.6% |
| Participation rate | 83.3% | 82.5%+0.8pp | 78.4%+4.9pp | 82.1%+1.2pp |
| Annual return | 12.08% | 78.44%-66.4pp | 64.19%-52.1pp | 478.82%-466.7pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $7,767 | $7,002+10.9% | $6,174+25.8% | $6,342+22.5% |
| Admin fee / account holder | $6,449 | $11,877-45.7% | $9,806-34.2% | $12,315-47.6% |