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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 | $20,402 | $124,425-83.6% | $112,040-81.8% | $137,256-85.1% |
| Participation rate | 78.9% | 79.3%-0.4pp | 76.5%+2.5pp | 80.0%-1.0pp |
| Annual return | 15.16% | 24.72%-9.6pp | 24.52%-9.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,656 | $5,718-18.6% | $5,098-8.7% | $6,407-27.3% |
| Admin fee / account holder | $887 | $15,207-94.2% | $12,098-92.7% | $12,270-92.8% |