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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 | $33,518 | $154,746-78.3% | $46,062-27.2% | $154,746-78.3% |
| Participation rate | 82.4% | 80.7%+1.7pp | 74.2%+8.2pp | 80.7%+1.7pp |
| Annual return | 17.84% | 172.34%-154.5pp | 19.30%-1.5pp | 172.34%-154.5pp |
| Employer contribution / active EE | $954 | $4,379-78.2% | $1,749-45.5% | $4,379-78.2% |
| Participant deferral / active EE | $3,063 | $6,730-54.5% | $4,406-30.5% | $6,730-54.5% |
| Admin fee / account holder | $1,094 | $14,365-92.4% | $2,853-61.7% | $14,365-92.4% |