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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 | $99,714 | $103,392-3.6% | $87,104+14.5% | $152,897-34.8% |
| Participation rate | 83.3% | 79.4%+4.0pp | 76.9%+6.5pp | 82.5%+0.9pp |
| Annual return | 25.23% | 28.10%-2.9pp | 28.19%-3.0pp | 345.43%-320.2pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,013 | $4,778-36.9% | $4,048-25.6% | $5,851-48.5% |
| Admin fee / account holder | $983 | $12,194-91.9% | $7,491-86.9% | $11,599-91.5% |