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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 | $83,475 | $100,792-17.2% | $86,691-3.7% | $134,509-37.9% |
| Participation rate | 76.5% | 78.9%-2.5pp | 76.6%-0.1pp | 81.2%-4.8pp |
| Annual return | 4.31% | 29.08%-24.8pp | 35.94%-31.6pp | 418.13%-413.8pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,815 | $5,339+46.4% | $4,656+67.8% | $6,400+22.1% |
| Admin fee / account holder | $3,015 | $10,924-72.4% | $7,492-59.8% | $11,427-73.6% |