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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 | $98,164 | $113,338-13.4% | $94,993+3.3% | $147,586-33.5% |
| Participation rate | 80.0% | 78.0%+2.0pp | 73.9%+6.1pp | 82.8%-2.8pp |
| Annual return | 7.99% | 20.80%-12.8pp | 27.14%-19.2pp | 578.59%-570.6pp |
| Employer contribution / active EE | $2,000 | $3,160-36.7% | $2,603-23.2% | $4,876-59.0% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $508 | $6,063-91.6% | $4,960-89.8% | $10,886-95.3% |