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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 | $17,170 | $87,166-80.3% | $76,735-77.6% | $137,256-87.5% |
| Participation rate | 80.0% | 74.4%+5.6pp | 69.5%+10.5pp | 80.0%0pp |
| Annual return | 21.41% | 26.50%-5.1pp | 29.77%-8.4pp | 220.34%-198.9pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,611 | $4,726-23.6% | $4,088-11.7% | $6,407-43.6% |
| Admin fee / account holder | $449 | $8,403-94.7% | $7,189-93.8% | $12,270-96.3% |