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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 | $136,860-58.2% | $120,344-52.5% | $154,746-63.1% |
| Participation rate | 85.7% | 79.9%+5.8pp | 76.7%+9.0pp | 80.7%+5.0pp |
| Annual return | 16.43% | 21.38%-4.9pp | 20.30%-3.9pp | 172.34%-155.9pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,329 | $5,793+61.0% | $5,135+81.7% | $6,730+38.6% |
| Admin fee / account holder | $480 | $15,393-96.9% | $12,742-96.2% | $14,365-96.7% |