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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 | $51,512 | $98,240-47.6% | $82,313-37.4% | $147,585-65.1% |
| Participation rate | 87.5% | 79.7%+7.8pp | 76.9%+10.6pp | 82.8%+4.7pp |
| Annual return | 12.96% | 30.85%-17.9pp | 25.88%-12.9pp | 578.58%-565.6pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,445 | $4,383-21.4% | $3,706-7.1% | $5,439-36.7% |
| Admin fee / account holder | $2,332 | $8,563-72.8% | $5,608-58.4% | $10,886-78.6% |