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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 | $179,866 | $108,285+66.1% | $77,552+131.9% | $158,982+13.1% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 15.74% | 31.69%-16.0pp | 54.82%-39.1pp | 302.99%-287.3pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,947 | $2,455+60.7% | $1,861+112.1% | $5,983-34.0% |
| Admin fee / account holder | $1,314 | $3,709-64.6% | $2,859-54.0% | $11,252-88.3% |