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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 | $108,093 | $90,590+19.3% | $90,782+19.1% | $135,380-20.2% |
| Participation rate | 88.2% | 83.7%+4.5pp | 82.7%+5.6pp | 82.6%+5.6pp |
| Annual return | 5.24% | -3.40%+8.6pp | -3.42%+8.7pp | 519.81%-514.6pp |
| Employer contribution / active EE | $1,313 | $4,352-69.8% | $4,105-68.0% | $4,779-72.5% |
| Participant deferral / active EE | $4,057 | $5,407-25.0% | $5,366-24.4% | $5,609-27.7% |
| Admin fee / account holder | $1,396 | $7,683-81.8% | $5,908-76.4% | $10,828-87.1% |