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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 | $30,112 | $136,860-78.0% | $120,344-75.0% | $154,746-80.5% |
| Participation rate | 83.3% | 79.9%+3.4pp | 76.7%+6.6pp | 80.7%+2.6pp |
| Annual return | 17.12% | 21.38%-4.3pp | 20.30%-3.2pp | 172.34%-155.2pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,228 | $5,793-9.8% | $5,135+1.8% | $6,730-22.3% |
| Admin fee / account holder | $305 | $15,393-98.0% | $12,742-97.6% | $14,365-97.9% |