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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 | $117,175 | $101,795+15.1% | $165,100-29.0% | $80,959+44.7% |
| Participation rate | 85.4% | 71.8%+13.5pp | 78.6%+6.7pp | 67.7%+17.7pp |
| Annual return | 18.87% | 16.73%+2.1pp | 70.21%-51.3pp | 35.67%-16.8pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,694 | $4,476-17.5% | $6,035-38.8% | $4,300-14.1% |
| Admin fee / account holder | $611 | $8,221-92.6% | $12,696-95.2% | $6,925-91.2% |