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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 | $92,976 | $77,358+20.2% | $102,184-9.0% | $87,485+6.3% |
| Participation rate | 87.9% | 78.7%+9.2pp | 82.6%+5.3pp | 68.9%+18.9pp |
| Annual return | 17.37% | 41.11%-23.7pp | 31.58%-14.2pp | 26.06%-8.7pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,777 | $6,753+59.6% | $8,309+29.7% | $4,274+152.2% |
| Admin fee / account holder | $8,656 | $6,809+27.1% | $11,609-25.4% | $7,775+11.3% |