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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 | $127,931 | $111,814+14.4% | $103,374+23.8% | $145,959-12.4% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 10.51% | 24.77%-14.3pp | 24.89%-14.4pp | 561.95%-551.4pp |
| Employer contribution / active EE | $1,622 | $4,214-61.5% | $3,869-58.1% | $4,661-65.2% |
| Participant deferral / active EE | $2,851 | $5,618-49.3% | $5,058-43.6% | $6,689-57.4% |
| Admin fee / account holder | $2,832 | $9,754-71.0% | $8,394-66.3% | $13,398-78.9% |