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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 | $243,530-22.4% | $192,497-1.8% | $243,530-22.4% |
| Participation rate | 71.4% | 93.6%-22.1pp | 85.7%-14.3pp | 93.6%-22.1pp |
| Annual return | 8.59% | 7.91%+0.7pp | 9.19%-0.6pp | 7.91%+0.7pp |
| Employer contribution / active EE | $0 | $20,023-100.0% | $7,761-100.0% | $20,023-100.0% |
| Participant deferral / active EE | $5,232 | $11,300-53.7% | $5,2320% | $11,300-53.7% |
| Admin fee / account holder | $8,173 | $64,087-87.2% | $9,907-17.5% | $64,087-87.2% |