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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 | $76,145 | $178,174-57.3% | $156,181-51.2% | $137,256-44.5% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 23.63% | 84.19%-60.6pp | 64.87%-41.2pp | 220.34%-196.7pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,512 | $6,888+38.1% | $6,132+55.1% | $6,407+48.5% |
| Admin fee / account holder | $2,891 | $17,404-83.4% | $14,586-80.2% | $12,270-76.4% |