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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 | $189,013 | $223,929-15.6% | $192,497-1.8% | $223,929-15.6% |
| Participation rate | 71.4% | 92.9%-21.4pp | 85.7%-14.3pp | 92.9%-21.4pp |
| Annual return | 8.59% | 7.04%+1.5pp | 9.19%-0.6pp | 7.04%+1.5pp |
| Employer contribution / active EE | $0 | $11,707-100.0% | $7,761-100.0% | $11,707-100.0% |
| Participant deferral / active EE | $5,232 | $8,889-41.1% | $5,2320% | $8,889-41.1% |
| Admin fee / account holder | $8,173 | $71,143-88.5% | $9,907-17.5% | $71,143-88.5% |