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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 | $28,832 | $156,398-81.6% | $147,318-80.4% | $138,895-79.2% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 23.34% | 78.75%-55.4pp | 70.43%-47.1pp | 145.39%-122.1pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,409 | $8,237-10.1% | $7,906-6.3% | $6,396+15.8% |
| Admin fee / account holder | $853 | $14,976-94.3% | $13,708-93.8% | $12,562-93.2% |