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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 | $156,110 | $124,425+25.5% | $112,040+39.3% | $137,256+13.7% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 11.76% | 24.72%-13.0pp | 24.52%-12.8pp | 220.34%-208.6pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,908 | $5,718+20.8% | $5,098+35.5% | $6,407+7.8% |
| Admin fee / account holder | $1,855 | $15,207-87.8% | $12,098-84.7% | $12,270-84.9% |