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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 | $25,716 | $100,970-74.5% | $96,576-73.4% | $137,256-81.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 22.34% | 38.16%-15.8pp | 38.47%-16.1pp | 220.34%-198.0pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,814 | $8,286-54.0% | $7,956-52.1% | $6,407-40.5% |
| Admin fee / account holder | $1,189 | $11,312-89.5% | $11,381-89.6% | $12,270-90.3% |