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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 | $56,925 | $106,247-46.4% | $96,515-41.0% | $139,466-59.2% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | 29.58% | 38.47%-8.9pp | 35.73%-6.1pp | 373.66%-344.1pp |
| Employer contribution / active EE | $1,916 | $4,106-53.3% | $3,740-48.8% | $4,754-59.7% |
| Participant deferral / active EE | $3,524 | $5,456-35.4% | $4,880-27.8% | $6,712-47.5% |
| Admin fee / account holder | $3,973 | $7,885-49.6% | $6,735-41.0% | $11,409-65.2% |