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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 | $122,243 | $176,786-30.9% | $146,643-16.6% | $167,536-27.0% |
| Participation rate | 81.0% | 83.6%-2.7pp | 80.1%+0.9pp | 82.1%-1.2pp |
| Annual return | 13.63% | 24.04%-10.4pp | 22.75%-9.1pp | 478.82%-465.2pp |
| Employer contribution / active EE | $2,381 | $5,161-53.9% | $4,137-42.4% | $4,839-50.8% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,328 | $13,262-59.8% | $10,280-48.2% | $12,315-56.7% |