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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 | $172,111-88.2% | $150,298-86.5% | $137,256-85.3% |
| Participation rate | 92.3% | 81.7%+10.6pp | 77.8%+14.5pp | 80.0%+12.3pp |
| Annual return | 24.87% | 69.37%-44.5pp | 62.79%-37.9pp | 220.34%-195.5pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,344 | $6,166-62.0% | $5,453-57.0% | $6,407-63.4% |
| Admin fee / account holder | $796 | $16,471-95.2% | $14,116-94.4% | $12,270-93.5% |