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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 | $175,671 | $199,109-11.8% | $173,730+1.1% | $154,746+13.5% |
| Participation rate | 72.7% | 82.8%-10.1pp | 79.6%-6.8pp | 80.7%-8.0pp |
| Annual return | 17.91% | 20.02%-2.1pp | 19.96%-2.0pp | 172.34%-154.4pp |
| Employer contribution / active EE | $2,241 | $5,311-57.8% | $4,577-51.0% | $4,379-48.8% |
| Participant deferral / active EE | $4,669 | $7,113-34.4% | $6,326-26.2% | $6,730-30.6% |
| Admin fee / account holder | $8,856 | $20,916-57.7% | $17,523-49.5% | $14,365-38.4% |