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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 | $55,067 | $91,037-39.5% | $71,671-23.2% | $147,586-62.7% |
| Participation rate | 92.9% | 76.1%+16.7pp | 68.7%+24.1pp | 82.8%+10.0pp |
| Annual return | 12.05% | 20.48%-8.4pp | 20.65%-8.6pp | 578.59%-566.5pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $480 | $8,613-94.4% | $5,558-91.4% | $10,886-95.6% |