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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 | $118,143 | $181,062-34.7% | $158,223-25.3% | $155,188-23.9% |
| Participation rate | 86.7% | 82.7%+4.0pp | 79.2%+7.5pp | 80.8%+5.9pp |
| Annual return | 13.00% | 57.39%-44.4pp | 52.09%-39.1pp | 148.84%-135.8pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,076 | $6,134+15.3% | $5,467+29.4% | $6,531+8.3% |
| Admin fee / account holder | $1,353 | $18,825-92.8% | $16,047-91.6% | $14,480-90.7% |