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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 | $41,291 | $126,661-67.4% | $113,397-63.6% | $138,895-70.3% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.5%+3.5pp | 79.9%+0.1pp |
| Annual return | 11.86% | 25.05%-13.2pp | 23.20%-11.3pp | 145.39%-133.5pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,872 | $5,693-67.1% | $5,076-63.1% | $6,396-70.7% |
| Admin fee / account holder | $358 | $14,549-97.5% | $11,957-97.0% | $12,562-97.2% |