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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 | $24,942 | $107,733-76.8% | $92,985-73.2% | $154,746-83.9% |
| Participation rate | 81.3% | 74.6%+6.7pp | 69.5%+11.8pp | 80.7%+0.5pp |
| Annual return | 11.68% | 30.39%-18.7pp | 27.99%-16.3pp | 172.34%-160.7pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,923 | $5,053-61.9% | $4,377-56.1% | $6,730-71.4% |
| Admin fee / account holder | $1,495 | $11,369-86.9% | $9,463-84.2% | $14,365-89.6% |