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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 | $113,770 | $117,444-3.1% | $99,479+14.4% | $152,909-25.6% |
| Participation rate | 83.3% | 77.5%+5.8pp | 73.8%+9.5pp | 82.5%+0.9pp |
| Annual return | 18.62% | 31.87%-13.2pp | 30.72%-12.1pp | 345.46%-326.8pp |
| Employer contribution / active EE | $8,142 | $3,014+170.2% | $2,540+220.5% | $4,764+70.9% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $995 | $7,635-87.0% | $6,253-84.1% | $11,601-91.4% |