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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 | $54,316 | $64,307-15.5% | $57,347-5.3% | $125,392-56.7% |
| Participation rate | 83.3% | 78.6%+4.7pp | 75.1%+8.2pp | 83.2%+0.1pp |
| Annual return | 4.25% | 25.14%-20.9pp | 24.40%-20.2pp | 282.23%-278.0pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,583 | $3,847-6.9% | $3,162+13.3% | $5,351-33.0% |
| Admin fee / account holder | $836 | $5,242-84.0% | $3,356-75.1% | $9,541-91.2% |