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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 | $97,110 | $110,278-11.9% | $95,740+1.4% | $139,466-30.4% |
| Participation rate | 70.6% | 75.7%-5.2pp | 72.3%-1.7pp | 80.3%-9.7pp |
| Annual return | 19.58% | 27.19%-7.6pp | 28.41%-8.8pp | 373.66%-354.1pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,884 | $4,674-59.7% | $4,244-55.6% | $6,712-71.9% |
| Admin fee / account holder | $13,793 | $6,613+108.6% | $5,676+143.0% | $11,409+20.9% |