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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 | $127,296 | $77,816+63.6% | $123,552+3.0% | $64,173+98.4% |
| Participation rate | 85.4% | 74.7%+10.7pp | 82.3%+3.1pp | 69.6%+15.8pp |
| Annual return | -5.00% | 12.49%-17.5pp | 119.20%-124.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $13,333 | $5,240+154.4% | $6,426+107.5% | $3,470+284.3% |
| Admin fee / account holder | $12,865 | $5,519+133.1% | $9,285+38.6% | $4,887+163.2% |