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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 | $54,940 | $114,013-51.8% | $103,693-47.0% | $155,188-64.6% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.2pp | 80.8%-9.4pp |
| Annual return | 10.81% | 49.31%-38.5pp | 47.61%-36.8pp | 148.84%-138.0pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,996 | $4,970+0.5% | $4,579+9.1% | $6,531-23.5% |
| Admin fee / account holder | $8,095 | $8,407-3.7% | $7,858+3.0% | $14,480-44.1% |