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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 | $91,583 | $110,379-17.0% | $102,412-10.6% | $145,884-37.2% |
| Participation rate | 95.5% | 77.9%+17.5pp | 74.5%+21.0pp | 80.3%+15.2pp |
| Annual return | 11.76% | 24.84%-13.1pp | 24.94%-13.2pp | 551.85%-540.1pp |
| Employer contribution / active EE | $6,653 | $4,216+57.8% | $3,870+71.9% | $4,662+42.7% |
| Participant deferral / active EE | $5,927 | $5,622+5.4% | $5,060+17.1% | $6,690-11.4% |
| Admin fee / account holder | $3,042 | $9,745-68.8% | $8,388-63.7% | $13,392-77.3% |