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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 | $87,711 | $110,212-20.4% | $96,534-9.1% | $139,466-37.1% |
| Participation rate | 88.9% | 78.1%+10.8pp | 76.0%+12.9pp | 80.3%+8.6pp |
| Annual return | 13.32% | 26.42%-13.1pp | 25.88%-12.6pp | 373.66%-360.3pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,096 | $5,547-8.1% | $4,851+5.1% | $6,712-24.1% |
| Admin fee / account holder | $1,560 | $11,599-86.5% | $8,253-81.1% | $11,409-86.3% |