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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 | $60,756 | $149,778-59.4% | $118,946-48.9% | $158,950-61.8% |
| Participation rate | 71.4% | 82.1%-10.7pp | 75.4%-4.0pp | 82.0%-10.5pp |
| Annual return | 6.36% | 19.95%-13.6pp | 35.89%-29.5pp | 302.91%-296.6pp |
| Employer contribution / active EE | $3,234 | $4,117-21.4% | $3,263-0.9% | $4,762-32.1% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,462 | $8,604-83.0% | $6,581-77.8% | $11,248-87.0% |