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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 | $60,622 | $110,337-45.1% | $102,383-40.8% | $145,877-58.4% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 11.68% | 24.83%-13.2pp | 24.94%-13.3pp | 551.28%-539.6pp |
| Employer contribution / active EE | $2,390 | $4,216-43.3% | $3,870-38.2% | $4,663-48.7% |
| Participant deferral / active EE | $4,837 | $5,621-13.9% | $5,060-4.4% | $6,691-27.7% |
| Admin fee / account holder | $1,255 | $9,750-87.1% | $8,391-85.0% | $13,402-90.6% |