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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 | $163,167 | $117,895+38.4% | $102,460+59.3% | $145,897+11.8% |
| Participation rate | 77.8% | 78.6%-0.9pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 12.93% | 31.92%-19.0pp | 29.47%-16.5pp | 552.29%-539.4pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,555 | $5,736+49.1% | $5,056+69.2% | $6,689+27.9% |
| Admin fee / account holder | $11,354 | $13,353-15.0% | $9,460+20.0% | $13,390-15.2% |