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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 | $86,203 | $111,814-22.9% | $103,374-16.6% | $145,959-40.9% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.6pp |
| Annual return | 9.07% | 24.77%-15.7pp | 24.89%-15.8pp | 561.95%-552.9pp |
| Employer contribution / active EE | $3,654 | $4,214-13.3% | $3,869-5.6% | $4,661-21.6% |
| Participant deferral / active EE | $2,642 | $5,618-53.0% | $5,058-47.8% | $6,689-60.5% |
| Admin fee / account holder | $12,935 | $9,754+32.6% | $8,394+54.1% | $13,398-3.5% |