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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 | $26,454 | $182,442-85.5% | $163,379-83.8% | $138,895-81.0% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.8%-1.8pp | 79.9%-4.9pp |
| Annual return | 16.77% | 72.74%-56.0pp | 63.41%-46.6pp | 145.39%-128.6pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,825 | $6,817+0.1% | $6,282+8.6% | $6,396+6.7% |
| Admin fee / account holder | $18,270 | $10,396+75.7% | $9,818+86.1% | $12,562+45.4% |