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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 | $53,815 | $154,228-65.1% | $145,433-63.0% | $137,256-60.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.33% | 74.59%-57.3pp | 66.58%-49.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,856 | $8,216-53.1% | $7,897-51.2% | $6,407-39.8% |
| Admin fee / account holder | $7,177 | $14,344-50.0% | $13,129-45.3% | $12,270-41.5% |