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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 | $90,133 | $138,312-34.8% | $122,979-26.7% | $155,188-41.9% |
| Participation rate | 80.0% | 80.2%-0.2pp | 77.2%+2.8pp | 80.8%-0.8pp |
| Annual return | 13.24% | 22.06%-8.8pp | 20.12%-6.9pp | 148.84%-135.6pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,979 | $5,592-28.9% | $5,003-20.5% | $6,531-39.1% |
| Admin fee / account holder | $10,129 | $15,089-32.9% | $12,864-21.3% | $14,480-30.1% |