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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 | $77,065 | $53,841+43.1% | $75,731+1.8% | $85,851-10.2% |
| Participation rate | 93.1% | 69.0%+24.1pp | 74.8%+18.3pp | 69.3%+23.8pp |
| Annual return | 14.13% | 24.54%-10.4pp | 104.65%-90.5pp | 318.63%-304.5pp |
| Employer contribution / active EE | $1,793 | $2,017-11.1% | $2,743-34.6% | $2,565-30.1% |
| Participant deferral / active EE | $2,585 | $2,895-10.7% | $3,820-32.3% | $3,952-34.6% |
| Admin fee / account holder | $1,612 | $3,340-51.7% | $3,620-55.5% | $6,261-74.2% |