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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 | $118,139 | $211,224-44.1% | $178,505-33.8% | $145,897-19.0% |
| Participation rate | 92.3% | 80.8%+11.5pp | 77.1%+15.2pp | 80.3%+12.0pp |
| Annual return | 10.61% | 30.28%-19.7pp | 27.16%-16.5pp | 552.29%-541.7pp |
| Employer contribution / active EE | $1,793 | $4,577-60.8% | $3,955-54.7% | $4,663-61.6% |
| Participant deferral / active EE | $3,949 | $6,966-43.3% | $6,280-37.1% | $6,689-41.0% |
| Admin fee / account holder | $2,352 | $12,109-80.6% | $10,428-77.4% | $13,390-82.4% |