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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 | $109,936 | $81,331+35.2% | $155,534-29.3% | $80,935+35.8% |
| Participation rate | 96.3% | 66.3%+30.0pp | 78.2%+18.1pp | 67.7%+28.6pp |
| Annual return | 19.52% | 33.37%-13.8pp | 64.92%-45.4pp | 35.66%-16.1pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,214 | $3,454+79.9% | $5,630+10.4% | $4,299+44.5% |
| Admin fee / account holder | $607 | $7,999-92.4% | $15,900-96.2% | $6,924-91.2% |