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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 | $30,275 | $90,728-66.6% | $86,279-64.9% | $138,895-78.2% |
| Participation rate | 100.0% | 81.0%+19.0pp | 78.7%+21.3pp | 79.9%+20.1pp |
| Annual return | 23.09% | 34.83%-11.7pp | 30.40%-7.3pp | 145.39%-122.3pp |
| Employer contribution / active EE | $0 | $4,974-100.0% | $4,663-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,313 | $6,125+52.0% | $5,658+64.6% | $6,396+45.6% |
| Admin fee / account holder | $2,700 | $11,808-77.1% | $10,485-74.2% | $12,562-78.5% |