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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 | $150,617 | $153,311-1.8% | $109,313+37.8% | $273,972-45.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 5.27% | 29.86%-24.6pp | 22.07%-16.8pp | 41.46%-36.2pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $12,600 | $3,932+220.4% | $3,166+297.9% | $5,287+138.3% |
| Admin fee / account holder | $2,425 | $8,076-70.0% | $5,666-57.2% | $10,133-76.1% |