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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 | $76,623 | $65,696+16.6% | $56,429+35.8% | $147,586-48.1% |
| Participation rate | 79.2% | 85.5%-6.4pp | 80.0%-0.9pp | 82.8%-3.7pp |
| Annual return | 18.91% | 13.32%+5.6pp | 19.04%-0.1pp | 578.59%-559.7pp |
| Employer contribution / active EE | $0 | $4,121-100.0% | $3,405-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,785 | $4,876+121.2% | $3,951+172.9% | $5,439+98.3% |
| Admin fee / account holder | $784 | $5,947-86.8% | $4,466-82.4% | $10,886-92.8% |