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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 | $117,130 | $139,948-16.3% | $121,663-3.7% | $154,746-24.3% |
| Participation rate | 78.6% | 78.0%+0.6pp | 74.5%+4.1pp | 80.7%-2.1pp |
| Annual return | 9.61% | 230.52%-220.9pp | 147.54%-137.9pp | 172.34%-162.7pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,614 | $5,629-18.0% | $4,887-5.6% | $6,730-31.4% |
| Admin fee / account holder | $5,425 | $17,321-68.7% | $14,289-62.0% | $14,365-62.2% |