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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 | $22,328 | $124,425-82.1% | $112,040-80.1% | $137,256-83.7% |
| Participation rate | 81.8% | 79.3%+2.5pp | 76.5%+5.3pp | 80.0%+1.9pp |
| Annual return | 26.45% | 24.72%+1.7pp | 24.52%+1.9pp | 220.34%-193.9pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,350 | $5,718+46.0% | $5,098+63.8% | $6,407+30.3% |
| Admin fee / account holder | $362 | $15,207-97.6% | $12,098-97.0% | $12,270-97.1% |