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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 | $67,490 | $213,785-68.4% | $185,441-63.6% | $155,188-56.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 14.65% | 19.97%-5.3pp | 20.16%-5.5pp | 148.84%-134.2pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,741 | $6,864+12.8% | $6,152+25.8% | $6,531+18.5% |
| Admin fee / account holder | $639 | $21,134-97.0% | $17,890-96.4% | $14,480-95.6% |