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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 | $148,110 | $126,661+16.9% | $113,397+30.6% | $138,895+6.6% |
| Participation rate | 71.4% | 79.4%-8.0pp | 76.5%-5.1pp | 79.9%-8.5pp |
| Annual return | 11.49% | 25.05%-13.6pp | 23.20%-11.7pp | 145.39%-133.9pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,897 | $5,693-49.1% | $5,076-42.9% | $6,396-54.7% |
| Admin fee / account holder | $4,321 | $14,549-70.3% | $11,957-63.9% | $12,562-65.6% |