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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 | $80,390 | $123,155-34.7% | $108,753-26.1% | $155,188-48.2% |
| Participation rate | 70.0% | 75.6%-5.6pp | 71.1%-1.1pp | 80.8%-10.8pp |
| Annual return | 12.14% | 44.73%-32.6pp | 37.47%-25.3pp | 148.84%-136.7pp |
| Employer contribution / active EE | $2,188 | $2,811-22.2% | $2,427-9.8% | $4,248-48.5% |
| Participant deferral / active EE | $5,745 | $4,623+24.3% | $4,115+39.6% | $6,531-12.0% |
| Admin fee / account holder | $1,583 | $12,126-86.9% | $10,320-84.7% | $14,480-89.1% |