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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 | $81,233+35.3% | $155,567-29.3% | $80,874+35.9% |
| Participation rate | 96.3% | 66.2%+30.1pp | 78.2%+18.1pp | 67.6%+28.6pp |
| Annual return | 19.52% | 33.33%-13.8pp | 64.74%-45.2pp | 35.62%-16.1pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,214 | $3,452+80.0% | $5,628+10.4% | $4,297+44.6% |
| Admin fee / account holder | $607 | $7,998-92.4% | $15,916-96.2% | $6,935-91.2% |