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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 | $87,533 | $162,136-46.0% | $152,301-42.5% | $154,746-43.4% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 15.18% | 91.02%-75.8pp | 80.50%-65.3pp | 172.34%-157.2pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,245 | $8,341-49.1% | $8,004-47.0% | $6,730-36.9% |
| Admin fee / account holder | $1,458 | $15,759-90.7% | $14,398-89.9% | $14,365-89.9% |