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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 | $201,264-51.2% | $184,185-46.6% | $145,978-32.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 30.27% | 29.00%+1.3pp | 28.81%+1.5pp | 550.52%-520.2pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,738 | $9,806-61.9% | $9,132-59.1% | $6,690-44.1% |
| Admin fee / account holder | $775 | $16,376-95.3% | $13,909-94.4% | $13,400-94.2% |