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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 | $211,239-79.8% | $178,528-76.1% | $145,877-70.8% |
| Participation rate | 93.8% | 80.8%+13.0pp | 77.1%+16.6pp | 80.3%+13.4pp |
| Annual return | 12.05% | 30.22%-18.2pp | 27.11%-15.1pp | 551.28%-539.2pp |
| Employer contribution / active EE | $625 | $4,570-86.3% | $3,950-84.2% | $4,663-86.6% |
| Participant deferral / active EE | $3,943 | $6,963-43.4% | $6,278-37.2% | $6,691-41.1% |
| Admin fee / account holder | $3,411 | $12,095-71.8% | $10,419-67.3% | $13,402-74.5% |