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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 | $85,588 | $84,236+1.6% | $170,435-49.8% | $70,126+22.0% |
| Participation rate | 85.7% | 70.8%+14.9pp | 83.6%+2.1pp | 69.5%+16.2pp |
| Annual return | 14.55% | 23.06%-8.5pp | 205.94%-191.4pp | 73.15%-58.6pp |
| Employer contribution / active EE | $5,253 | $3,387+55.1% | $5,432-3.3% | $2,343+124.3% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,376 | $5,698-75.8% | $13,881-90.1% | $4,645-70.4% |