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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 | $84,746 | $177,595-52.3% | $148,496-42.9% | $198,609-57.3% |
| Participation rate | 77.3% | 79.3%-2.0pp | 76.0%+1.2pp | 82.4%-5.1pp |
| Annual return | 5.22% | 9.97%-4.7pp | 12.33%-7.1pp | 202.70%-197.5pp |
| Employer contribution / active EE | $1,606 | $4,098-60.8% | $3,497-54.1% | $5,055-68.2% |
| Participant deferral / active EE | $3,789 | $5,539-31.6% | $4,808-21.2% | $6,977-45.7% |
| Admin fee / account holder | $2,309 | $27,010-91.5% | $19,547-88.2% | $19,030-87.9% |