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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 | $66,764 | $117,846-43.3% | $102,434-34.8% | $145,884-54.2% |
| Participation rate | 95.5% | 78.6%+16.8pp | 76.5%+18.9pp | 80.3%+15.2pp |
| Annual return | 12.63% | 31.90%-19.3pp | 29.46%-16.8pp | 551.85%-539.2pp |
| Employer contribution / active EE | $4,545 | $3,615+25.7% | $3,023+50.4% | $4,662-2.5% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $10,430 | $13,356-21.9% | $9,462+10.2% | $13,392-22.1% |