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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 | $59,766 | $81,358-26.5% | $155,556-61.6% | $80,959-26.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 23.24% | 33.39%-10.1pp | 64.84%-41.6pp | 35.67%-12.4pp |
| Employer contribution / active EE | $2,120 | $3,106-31.7% | $4,675-54.7% | $2,757-23.1% |
| Participant deferral / active EE | $5,101 | $3,455+47.6% | $5,631-9.4% | $4,300+18.6% |
| Admin fee / account holder | $169,402 | $7,994+2019.2% | $15,885+966.4% | $6,925+2346.1% |