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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 | $35,625 | $162,812-78.1% | $133,971-73.4% | $158,966-77.6% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 16.78% | 41.94%-25.2pp | 45.09%-28.3pp | 302.95%-286.2pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,920 | $5,910-67.5% | $5,047-61.9% | $5,983-67.9% |
| Admin fee / account holder | $871 | $11,741-92.6% | $8,929-90.2% | $11,250-92.3% |