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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 | $95,292 | $124,314-23.3% | $109,163-12.7% | $167,518-43.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 25.76% | 26.04%-0.3pp | 25.75%0pp | 478.71%-453.0pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,679 | $5,256-49.0% | $4,654-42.4% | $6,342-57.8% |
| Admin fee / account holder | $373 | $7,973-95.3% | $6,754-94.5% | $12,312-97.0% |