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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 | $44,042 | $114,119-61.4% | $107,187-58.9% | $138,895-68.3% |
| Participation rate | 82.4% | 78.1%+4.3pp | 75.0%+7.3pp | 79.9%+2.4pp |
| Annual return | 16.44% | 273.21%-256.8pp | 204.55%-188.1pp | 145.39%-129.0pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,867 | $5,538-48.2% | $5,096-43.7% | $6,396-55.2% |
| Admin fee / account holder | $408 | $10,024-95.9% | $9,162-95.5% | $12,562-96.8% |