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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 | $67,024 | $124,351-46.1% | $109,188-38.6% | $167,553-60.0% |
| Participation rate | 72.7% | 79.4%-6.7pp | 75.9%-3.2pp | 82.1%-9.4pp |
| Annual return | 14.17% | 26.04%-11.9pp | 25.76%-11.6pp | 478.89%-464.7pp |
| Employer contribution / active EE | $2,207 | $4,210-47.6% | $3,723-40.7% | $4,840-54.4% |
| Participant deferral / active EE | $4,142 | $5,257-21.2% | $4,654-11.0% | $6,343-34.7% |
| Admin fee / account holder | $1,763 | $7,975-77.9% | $6,755-73.9% | $12,316-85.7% |