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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 | $144,781 | $100,792+43.6% | $86,691+67.0% | $134,509+7.6% |
| Participation rate | 84.6% | 78.9%+5.7pp | 76.6%+8.0pp | 81.2%+3.4pp |
| Annual return | 11.49% | 29.08%-17.6pp | 35.94%-24.4pp | 418.13%-406.6pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $18,406 | $5,339+244.8% | $4,656+295.3% | $6,400+187.6% |
| Admin fee / account holder | $775 | $10,924-92.9% | $7,492-89.7% | $11,427-93.2% |