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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 | $27,080 | $156,398-82.7% | $147,318-81.6% | $138,895-80.5% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 16.99% | 78.75%-61.8pp | 70.43%-53.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,626 | $8,237-19.6% | $7,906-16.2% | $6,396+3.6% |
| Admin fee / account holder | $466 | $14,976-96.9% | $13,708-96.6% | $12,562-96.3% |