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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 | $103,390 | $124,425-16.9% | $112,040-7.7% | $137,256-24.7% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | 18.95% | 24.72%-5.8pp | 24.52%-5.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,286 | $3,411-62.3% | $2,954-56.5% | $4,156-69.1% |
| Participant deferral / active EE | $2,119 | $5,718-63.0% | $5,098-58.4% | $6,407-66.9% |
| Admin fee / account holder | $1,843 | $15,207-87.9% | $12,098-84.8% | $12,270-85.0% |