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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 | $108,495 | $149,679-27.5% | $117,039-7.3% | $147,586-26.5% |
| Participation rate | 81.8% | 83.5%-1.7pp | 77.2%+4.6pp | 82.8%-1.0pp |
| Annual return | 16.92% | 19.31%-2.4pp | 18.95%-2.0pp | 578.59%-561.7pp |
| Employer contribution / active EE | $1,177 | $4,937-76.2% | $3,785-68.9% | $4,876-75.9% |
| Participant deferral / active EE | $4,220 | $4,912-14.1% | $3,929+7.4% | $5,439-22.4% |
| Admin fee / account holder | $1,372 | $7,856-82.5% | $5,974-77.0% | $10,886-87.4% |