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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 | $29,394 | $110,337-73.4% | $102,383-71.3% | $145,877-79.9% |
| Participation rate | 73.7% | 77.9%-4.3pp | 74.5%-0.8pp | 80.3%-6.6pp |
| Annual return | 10.05% | 24.83%-14.8pp | 24.94%-14.9pp | 551.28%-541.2pp |
| Employer contribution / active EE | $6,930 | $4,216+64.4% | $3,870+79.1% | $4,663+48.6% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $4,691 | $9,750-51.9% | $8,391-44.1% | $13,402-65.0% |