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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 | $44,100 | $100,970-56.3% | $96,576-54.3% | $137,256-67.9% |
| Participation rate | 83.3% | 82.6%+0.7pp | 81.4%+1.9pp | 80.0%+3.4pp |
| Annual return | 19.33% | 38.16%-18.8pp | 38.47%-19.1pp | 220.34%-201.0pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $16,656 | $8,286+101.0% | $7,956+109.3% | $6,407+160.0% |
| Admin fee / account holder | $4,602 | $11,312-59.3% | $11,381-59.6% | $12,270-62.5% |