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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 | $101,044 | $213,785-52.7% | $185,441-45.5% | $155,188-34.9% |
| Participation rate | 90.9% | 83.2%+7.7pp | 80.3%+10.6pp | 80.8%+10.1pp |
| Annual return | 9.80% | 19.97%-10.2pp | 20.16%-10.4pp | 148.84%-139.0pp |
| Employer contribution / active EE | $2,338 | $5,393-56.6% | $4,672-50.0% | $4,248-44.9% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $5,461 | $21,134-74.2% | $17,890-69.5% | $14,480-62.3% |