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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 | $111,520 | $167,415-33.4% | $140,514-20.6% | $198,609-43.8% |
| Participation rate | 71.4% | 80.9%-9.5pp | 77.8%-6.4pp | 82.4%-10.9pp |
| Annual return | 7.46% | 13.85%-6.4pp | 14.36%-6.9pp | 202.70%-195.2pp |
| Employer contribution / active EE | $1,692 | $4,088-58.6% | $3,378-49.9% | $5,055-66.5% |
| Participant deferral / active EE | $5,065 | $5,579-9.2% | $4,919+3.0% | $6,977-27.4% |
| Admin fee / account holder | $45,419 | $16,730+171.5% | $13,697+231.6% | $19,030+138.7% |