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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 | $122,492 | $96,731+26.6% | $123,973-1.2% | $86,983+40.8% |
| Participation rate | 94.5% | 70.0%+24.5pp | 76.7%+17.9pp | 69.5%+25.0pp |
| Annual return | 19.17% | 17.33%+1.8pp | 388.13%-369.0pp | 25.83%-6.7pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $14,026 | $4,152+237.8% | $5,247+167.3% | $4,194+234.4% |
| Admin fee / account holder | $10,713 | $8,722+22.8% | $11,799-9.2% | $7,856+36.4% |