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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 | $75,258 | $154,193-51.2% | $130,045-42.1% | $139,466-46.0% |
| Participation rate | 73.9% | 82.0%-8.1pp | 78.5%-4.6pp | 80.3%-6.4pp |
| Annual return | 17.84% | 32.51%-14.7pp | -137.30%+155.1pp | 373.66%-355.8pp |
| Employer contribution / active EE | $3,918 | $5,292-26.0% | $4,321-9.3% | $4,754-17.6% |
| Participant deferral / active EE | $5,553 | $6,709-17.2% | $5,820-4.6% | $6,712-17.3% |
| Admin fee / account holder | $1,659 | $13,989-88.1% | $10,600-84.3% | $11,409-85.5% |