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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 | $43,705 | $111,814-60.9% | $103,374-57.7% | $145,959-70.1% |
| Participation rate | 70.6% | 77.9%-7.3pp | 74.5%-3.9pp | 80.3%-9.7pp |
| Annual return | 10.99% | 24.77%-13.8pp | 24.89%-13.9pp | 561.95%-551.0pp |
| Employer contribution / active EE | $2,378 | $4,214-43.6% | $3,869-38.5% | $4,661-49.0% |
| Participant deferral / active EE | $3,309 | $5,618-41.1% | $5,058-34.6% | $6,689-50.5% |
| Admin fee / account holder | $3,067 | $9,754-68.6% | $8,394-63.5% | $13,398-77.1% |