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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 | $66,902 | $78,197-14.4% | $98,090-31.8% | $82,637-19.0% |
| Participation rate | 76.0% | 77.5%-1.5pp | 81.5%-5.5pp | 68.1%+7.9pp |
| Annual return | 15.09% | 40.25%-25.2pp | 37.05%-22.0pp | 53.51%-38.4pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,094 | $6,636-38.3% | $7,845-47.8% | $4,126-0.8% |
| Admin fee / account holder | $6,384 | $14,832-57.0% | $11,815-46.0% | $7,339-13.0% |