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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 | $136,860-34.1% | $120,344-25.1% | $154,746-41.8% |
| Participation rate | 80.0% | 79.9%+0.1pp | 76.7%+3.3pp | 80.7%-0.7pp |
| Annual return | 13.24% | 21.38%-8.1pp | 20.30%-7.1pp | 172.34%-159.1pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,979 | $5,793-31.3% | $5,135-22.5% | $6,730-40.9% |
| Admin fee / account holder | $10,129 | $15,393-34.2% | $12,742-20.5% | $14,365-29.5% |