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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 | $57,176 | $124,425-54.0% | $112,040-49.0% | $137,256-58.3% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 16.43% | 24.72%-8.3pp | 24.52%-8.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,329 | $5,718+63.1% | $5,098+83.0% | $6,407+45.6% |
| Admin fee / account holder | $480 | $15,207-96.8% | $12,098-96.0% | $12,270-96.1% |