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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 | $94,679 | $124,330-23.8% | $109,173-13.3% | $167,536-43.5% |
| Participation rate | 75.0% | 79.5%-4.5pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 10.76% | 26.04%-15.3pp | 25.75%-15.0pp | 478.82%-468.1pp |
| Employer contribution / active EE | $3,125 | $4,209-25.8% | $3,723-16.1% | $4,839-35.4% |
| Participant deferral / active EE | $2,737 | $5,256-47.9% | $4,654-41.2% | $6,342-56.8% |
| Admin fee / account holder | $2,143 | $7,974-73.1% | $6,755-68.3% | $12,315-82.6% |