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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 | $154,159-51.2% | $130,026-42.1% | $139,456-46.0% |
| Participation rate | 73.9% | 82.0%-8.0pp | 78.5%-4.6pp | 80.3%-6.4pp |
| Annual return | 17.84% | 32.50%-14.7pp | -137.26%+155.1pp | 373.45%-355.6pp |
| Employer contribution / active EE | $3,918 | $5,292-26.0% | $4,321-9.3% | $4,753-17.6% |
| Participant deferral / active EE | $5,553 | $6,710-17.2% | $5,821-4.6% | $6,711-17.3% |
| Admin fee / account holder | $1,659 | $14,001-88.1% | $10,608-84.4% | $11,407-85.5% |