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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 | $70,031 | $113,338-38.2% | $94,993-26.3% | $147,585-52.5% |
| Participation rate | 78.3% | 78.0%+0.3pp | 73.9%+4.4pp | 82.8%-4.6pp |
| Annual return | 9.33% | 20.80%-11.5pp | 27.14%-17.8pp | 578.58%-569.3pp |
| Employer contribution / active EE | $1,411 | $3,160-55.4% | $2,603-45.8% | $4,876-71.1% |
| Participant deferral / active EE | $2,836 | $3,777-24.9% | $3,317-14.5% | $5,439-47.9% |
| Admin fee / account holder | $1,162 | $6,063-80.8% | $4,960-76.6% | $10,886-89.3% |