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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 | $50,409 | $115,225-56.3% | $100,712-49.9% | $138,895-63.7% |
| Participation rate | 92.3% | 74.3%+18.0pp | 69.3%+23.0pp | 79.9%+12.4pp |
| Annual return | 16.00% | 40.35%-24.4pp | 33.27%-17.3pp | 145.39%-129.4pp |
| Employer contribution / active EE | $3,846 | $2,771+38.8% | $2,313+66.3% | $4,194-8.3% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,293 | $10,844-88.1% | $9,256-86.0% | $12,562-89.7% |