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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 | $26,359 | $154,228-82.9% | $145,433-81.9% | $137,256-80.8% |
| Participation rate | 79.2% | 83.8%-4.6pp | 82.1%-3.0pp | 80.0%-0.8pp |
| Annual return | 15.16% | 74.59%-59.4pp | 66.58%-51.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,501 | $8,216-8.7% | $7,897-5.0% | $6,407+17.1% |
| Admin fee / account holder | $6,174 | $14,344-57.0% | $13,129-53.0% | $12,270-49.7% |