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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 | $29,211 | $149,679-80.5% | $117,039-75.0% | $147,586-80.2% |
| Participation rate | 93.3% | 83.5%+9.8pp | 77.2%+16.1pp | 82.8%+10.5pp |
| Annual return | 11.02% | 19.31%-8.3pp | 18.95%-7.9pp | 578.59%-567.6pp |
| Employer contribution / active EE | $2,667 | $4,937-46.0% | $3,785-29.5% | $4,876-45.3% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $439 | $7,856-94.4% | $5,974-92.7% | $10,886-96.0% |