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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 | $25,919 | $110,303-76.5% | $95,759-72.9% | $139,487-81.4% |
| Participation rate | 71.4% | 75.7%-4.3pp | 72.3%-0.8pp | 80.3%-8.9pp |
| Annual return | 19.99% | 27.19%-7.2pp | 28.42%-8.4pp | 373.84%-353.9pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,836-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,985 | $4,674-57.5% | $4,244-53.2% | $6,713-70.4% |
| Admin fee / account holder | $1,224 | $6,615-81.5% | $5,678-78.4% | $11,407-89.3% |