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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 | $42,585 | $211,224-79.8% | $178,505-76.1% | $145,897-70.8% |
| Participation rate | 93.8% | 80.8%+12.9pp | 77.1%+16.6pp | 80.3%+13.4pp |
| Annual return | 12.05% | 30.28%-18.2pp | 27.16%-15.1pp | 552.29%-540.2pp |
| Employer contribution / active EE | $625 | $4,577-86.4% | $3,955-84.2% | $4,663-86.6% |
| Participant deferral / active EE | $3,943 | $6,966-43.4% | $6,280-37.2% | $6,689-41.0% |
| Admin fee / account holder | $3,411 | $12,109-71.8% | $10,428-67.3% | $13,390-74.5% |