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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 | $146,486 | $56,110+161.1% | $94,993+54.2% | $70,126+108.9% |
| Participation rate | 88.6% | 65.0%+23.6pp | 73.9%+14.7pp | 69.5%+19.0pp |
| Annual return | 14.47% | 51.02%-36.6pp | 27.14%-12.7pp | 73.15%-58.7pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,199 | $2,391+33.8% | $3,317-3.5% | $3,332-4.0% |
| Admin fee / account holder | $6,158 | $3,456+78.2% | $4,960+24.1% | $4,645+32.6% |