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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 | $145,883 | $142,426+2.4% | $115,167+26.7% | $152,909-4.6% |
| Participation rate | 87.5% | 82.4%+5.1pp | 75.9%+11.6pp | 82.5%+5.0pp |
| Annual return | 16.21% | 41.48%-25.3pp | 35.60%-19.4pp | 345.46%-329.3pp |
| Employer contribution / active EE | $10,819 | $4,011+169.8% | $3,179+240.3% | $4,764+127.1% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,421 | $8,464-83.2% | $7,089-80.0% | $11,601-87.8% |