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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 | $57,811 | $113,338-49.0% | $94,993-39.1% | $147,586-60.8% |
| Participation rate | 85.7% | 78.0%+7.7pp | 73.9%+11.8pp | 82.8%+2.9pp |
| Annual return | 18.41% | 20.80%-2.4pp | 27.14%-8.7pp | 578.59%-560.2pp |
| Employer contribution / active EE | $1,468 | $3,160-53.5% | $2,603-43.6% | $4,876-69.9% |
| Participant deferral / active EE | $3,099 | $3,777-18.0% | $3,317-6.6% | $5,439-43.0% |
| Admin fee / account holder | $387 | $6,063-93.6% | $4,960-92.2% | $10,886-96.4% |