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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 | $11,788 | $106,236-88.9% | $96,496-87.8% | $139,427-91.5% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 15.80% | 38.43%-22.6pp | 35.70%-19.9pp | 373.27%-357.5pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,738-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $6,742 | $5,455+23.6% | $4,879+38.2% | $6,711+0.5% |
| Admin fee / account holder | $1,821 | $7,879-76.9% | $6,731-73.0% | $11,404-84.0% |