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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 | $55,528 | $154,228-64.0% | $145,433-61.8% | $137,256-59.5% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 80.0%+15.0pp |
| Annual return | 17.09% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,686 | $8,216+42.2% | $7,897+48.0% | $6,407+82.4% |
| Admin fee / account holder | $2,812 | $14,344-80.4% | $13,129-78.6% | $12,270-77.1% |