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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 | $20,961 | $185,312-88.7% | $161,489-87.0% | $154,746-86.5% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 15.86% | 103.84%-88.0pp | 89.72%-73.9pp | 172.34%-156.5pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,585 | $6,350-59.3% | $5,630-54.1% | $6,730-61.6% |
| Admin fee / account holder | $783 | $18,654-95.8% | $16,006-95.1% | $14,365-94.5% |