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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 | $64,364 | $140,578-54.2% | $100,671-36.1% | $125,389-48.7% |
| Participation rate | 88.9% | 80.4%+8.5pp | 70.7%+18.2pp | 83.2%+5.7pp |
| Annual return | 17.83% | 24.67%-6.8pp | 20.43%-2.6pp | 282.24%-264.4pp |
| Employer contribution / active EE | $706 | $5,965-88.2% | $4,012-82.4% | $4,866-85.5% |
| Participant deferral / active EE | $2,039 | $3,981-48.8% | $3,144-35.1% | $5,352-61.9% |
| Admin fee / account holder | $4,058 | $6,716-39.6% | $4,850-16.3% | $9,541-57.5% |