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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 | $81,744 | $102,609-20.3% | $98,090-16.7% | $138,895-41.1% |
| Participation rate | 77.8% | 82.8%-5.0pp | 81.5%-3.8pp | 79.9%-2.1pp |
| Annual return | 14.20% | 36.44%-22.2pp | 37.05%-22.8pp | 145.39%-131.2pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,499 | $8,167-32.7% | $7,845-29.9% | $6,396-14.0% |
| Admin fee / account holder | $1,496 | $11,434-86.9% | $11,815-87.3% | $12,562-88.1% |