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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 | $30,514 | $185,312-83.5% | $161,489-81.1% | $154,746-80.3% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.7%+12.2pp | 80.7%+10.2pp |
| Annual return | 10.09% | 103.84%-93.7pp | 89.72%-79.6pp | 172.34%-162.2pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,992 | $6,350-52.9% | $5,630-46.9% | $6,730-55.5% |
| Admin fee / account holder | $2,654 | $18,654-85.8% | $16,006-83.4% | $14,365-81.5% |