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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 | $52,813 | $116,203-54.6% | $93,621-43.6% | $152,909-65.5% |
| Participation rate | 72.2% | 78.1%-5.8pp | 75.8%-3.6pp | 82.5%-10.2pp |
| Annual return | 23.81% | 35.96%-12.2pp | 32.76%-9.0pp | 345.46%-321.7pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,920 | $4,605-36.6% | $4,070-28.2% | $5,851-50.1% |
| Admin fee / account holder | $4,103 | $10,751-61.8% | $7,890-48.0% | $11,601-64.6% |