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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 | $98,301 | $201,344-51.2% | $184,243-46.6% | $145,877-32.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 30.27% | 29.01%+1.3pp | 28.82%+1.5pp | 551.28%-521.0pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,738 | $9,807-61.9% | $9,132-59.1% | $6,691-44.1% |
| Admin fee / account holder | $775 | $16,382-95.3% | $13,914-94.4% | $13,402-94.2% |