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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 | $30,113 | $110,379-72.7% | $102,412-70.6% | $145,884-79.4% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 18.36% | 24.84%-6.5pp | 24.94%-6.6pp | 551.85%-533.5pp |
| Employer contribution / active EE | $2,525 | $4,216-40.1% | $3,870-34.8% | $4,662-45.8% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $404 | $9,745-95.9% | $8,388-95.2% | $13,392-97.0% |