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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 | $23,423 | $114,119-79.5% | $107,187-78.1% | $138,895-83.1% |
| Participation rate | 86.7% | 78.1%+8.6pp | 75.0%+11.6pp | 79.9%+6.7pp |
| Annual return | 21.64% | 273.21%-251.6pp | 204.55%-182.9pp | 145.39%-123.8pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,818 | $5,538-67.2% | $5,096-64.3% | $6,396-71.6% |
| Admin fee / account holder | $343 | $10,024-96.6% | $9,162-96.3% | $12,562-97.3% |