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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 | $23,381 | $124,425-81.2% | $112,040-79.1% | $137,256-83.0% |
| Participation rate | 72.2% | 79.3%-7.1pp | 76.5%-4.3pp | 80.0%-7.7pp |
| Annual return | 15.74% | 24.72%-9.0pp | 24.52%-8.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,924 | $3,411-43.6% | $2,954-34.9% | $4,156-53.7% |
| Participant deferral / active EE | $3,565 | $5,718-37.7% | $5,098-30.1% | $6,407-44.4% |
| Admin fee / account holder | $3,348 | $15,207-78.0% | $12,098-72.3% | $12,270-72.7% |