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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 | $52,661 | $113,941-53.8% | $94,229-44.1% | $125,389-58.0% |
| Participation rate | 88.9% | 82.9%+6.0pp | 78.8%+10.1pp | 83.2%+5.7pp |
| Annual return | 1.15% | 5.29%-4.1pp | 10.68%-9.5pp | 282.24%-281.1pp |
| Employer contribution / active EE | $1,290 | $4,727-72.7% | $3,587-64.0% | $4,866-73.5% |
| Participant deferral / active EE | $1,917 | $5,179-63.0% | $4,320-55.6% | $5,352-64.2% |
| Admin fee / account holder | $413 | $8,392-95.1% | $6,269-93.4% | $9,541-95.7% |