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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 | $117,463 | $124,351-5.5% | $109,188+7.6% | $167,553-29.9% |
| Participation rate | 92.9% | 79.4%+13.4pp | 75.9%+17.0pp | 82.1%+10.7pp |
| Annual return | 23.72% | 26.04%-2.3pp | 25.76%-2.0pp | 478.89%-455.2pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,269 | $7,975-84.1% | $6,755-81.2% | $12,316-89.7% |