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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 | $79,315 | $78,707+0.8% | $117,861-32.7% | $70,126+13.1% |
| Participation rate | 84.6% | 73.2%+11.4pp | 79.7%+5.0pp | 69.5%+15.1pp |
| Annual return | 16.82% | 23.30%-6.5pp | 335.11%-318.3pp | 73.15%-56.3pp |
| Employer contribution / active EE | $5,538 | $2,223+149.1% | $3,786+46.3% | $2,343+136.4% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,276 | $5,066-74.8% | $8,021-84.1% | $4,645-72.5% |