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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 | $102,609-57.0% | $98,090-55.0% | $138,895-68.2% |
| Participation rate | 83.3% | 82.8%+0.6pp | 81.5%+1.8pp | 79.9%+3.4pp |
| Annual return | 19.33% | 36.44%-17.1pp | 37.05%-17.7pp | 145.39%-126.1pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $16,656 | $8,167+103.9% | $7,845+112.3% | $6,396+160.4% |
| Admin fee / account holder | $4,602 | $11,434-59.8% | $11,815-61.1% | $12,562-63.4% |