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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 | $37,787 | $102,938-63.3% | $94,105-59.8% | $138,895-72.8% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 18.12% | 250.28%-232.2pp | 204.55%-186.4pp | 145.39%-127.3pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $19,960 | $4,196+375.6% | $3,881+414.3% | $6,396+212.1% |
| Admin fee / account holder | $1,318 | $6,600-80.0% | $6,199-78.7% | $12,562-89.5% |