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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 | $233,506 | $171,272+36.3% | $127,803+82.7% | $152,909+52.7% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.0%-4.0pp | 82.5%-7.5pp |
| Annual return | 17.01% | 23.54%-6.5pp | 26.14%-9.1pp | 345.46%-328.5pp |
| Employer contribution / active EE | $2,083 | $5,451-61.8% | $4,576-54.5% | $4,764-56.3% |
| Participant deferral / active EE | $0 | $7,043-100.0% | $6,023-100.0% | $5,851-100.0% |
| Admin fee / account holder | $18,945 | $14,540+30.3% | $9,399+101.6% | $11,601+63.3% |