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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 | $155,046 | $110,212+40.7% | $96,534+60.6% | $139,466+11.2% |
| Participation rate | 78.9% | 78.1%+0.8pp | 76.0%+3.0pp | 80.3%-1.4pp |
| Annual return | 15.95% | 26.42%-10.5pp | 25.88%-9.9pp | 373.66%-357.7pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $9,998 | $5,547+80.2% | $4,851+106.1% | $6,712+49.0% |
| Admin fee / account holder | $618 | $11,599-94.7% | $8,253-92.5% | $11,409-94.6% |