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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 | $71,824 | $124,314-42.2% | $109,163-34.2% | $167,518-57.1% |
| Participation rate | 73.9% | 79.4%-5.5pp | 75.9%-2.0pp | 82.1%-8.2pp |
| Annual return | 16.47% | 26.04%-9.6pp | 25.75%-9.3pp | 478.71%-462.2pp |
| Employer contribution / active EE | $1,997 | $4,209-52.5% | $3,723-46.4% | $4,838-58.7% |
| Participant deferral / active EE | $3,704 | $5,256-29.5% | $4,654-20.4% | $6,342-41.6% |
| Admin fee / account holder | $2,368 | $7,973-70.3% | $6,754-64.9% | $12,312-80.8% |