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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 | $101,168 | $106,749-5.2% | $145,433-30.4% | $82,448+22.7% |
| Participation rate | 97.6% | 75.6%+21.9pp | 82.1%+15.4pp | 68.1%+29.5pp |
| Annual return | 16.61% | 27.59%-11.0pp | 66.58%-50.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $13,183 | $6,519+102.2% | $7,897+66.9% | $4,139+218.5% |
| Admin fee / account holder | $7,507 | $8,390-10.5% | $13,129-42.8% | $7,234+3.8% |