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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 | $21,091 | $111,814-81.1% | $103,374-79.6% | $145,959-85.5% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 18.15% | 24.77%-6.6pp | 24.89%-6.7pp | 561.95%-543.8pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $10,876 | $5,618+93.6% | $5,058+115.0% | $6,689+62.6% |
| Admin fee / account holder | $552 | $9,754-94.3% | $8,394-93.4% | $13,398-95.9% |