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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 | $98,378 | $70,418+39.7% | $96,570+1.9% | $85,847+14.6% |
| Participation rate | 75.0% | 61.8%+13.2pp | 69.8%+5.2pp | 69.3%+5.7pp |
| Annual return | 15.85% | 18.59%-2.7pp | 37.79%-21.9pp | 318.61%-302.8pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,267 | $2,894+47.4% | $3,849+10.8% | $3,952+8.0% |
| Admin fee / account holder | $2,835 | $4,995-43.3% | $6,182-54.2% | $6,261-54.7% |