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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 | $103,342 | $197,603-47.7% | $177,827-41.9% | $158,950-35.0% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 15.77% | 58.76%-43.0pp | 48.32%-32.5pp | 302.91%-287.1pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,918-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,562 | $8,404+1.9% | $7,713+11.0% | $5,983+43.1% |
| Admin fee / account holder | $5,037 | $15,402-67.3% | $12,429-59.5% | $11,248-55.2% |