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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 | $27,723 | $127,387-78.2% | $115,038-75.9% | $125,389-77.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 4.48% | 31.28%-26.8pp | 26.14%-21.7pp | 282.24%-277.8pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,367 | $6,423+14.7% | $6,026+22.2% | $5,352+37.7% |
| Admin fee / account holder | $828 | $9,516-91.3% | $8,175-89.9% | $9,541-91.3% |