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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 | $85,399 | $110,337-22.6% | $102,383-16.6% | $145,877-41.5% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 10.85% | 24.83%-14.0pp | 24.94%-14.1pp | 551.28%-540.4pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,517 | $5,621+16.0% | $5,060+28.8% | $6,691-2.6% |
| Admin fee / account holder | $8,325 | $9,750-14.6% | $8,391-0.8% | $13,402-37.9% |