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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 | $20,226 | $185,312-89.1% | $161,489-87.5% | $154,746-86.9% |
| Participation rate | 92.3% | 82.5%+9.8pp | 78.7%+13.6pp | 80.7%+11.6pp |
| Annual return | 24.87% | 103.84%-79.0pp | 89.72%-64.8pp | 172.34%-147.5pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,344 | $6,350-63.1% | $5,630-58.4% | $6,730-65.2% |
| Admin fee / account holder | $796 | $18,654-95.7% | $16,006-95.0% | $14,365-94.5% |