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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 | $112,475 | $172,111-34.6% | $150,298-25.2% | $137,256-18.1% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 20.48% | 69.37%-48.9pp | 62.79%-42.3pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,526 | $4,636-67.1% | $4,154-63.3% | $4,156-63.3% |
| Participant deferral / active EE | $4,216 | $6,166-31.6% | $5,453-22.7% | $6,407-34.2% |
| Admin fee / account holder | $1,788 | $16,471-89.1% | $14,116-87.3% | $12,270-85.4% |