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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 | $53,638 | $95,895-44.1% | $79,576-32.6% | $134,509-60.1% |
| Participation rate | 76.9% | 75.0%+1.9pp | 69.5%+7.4pp | 81.2%-4.3pp |
| Annual return | 12.76% | -2.72%+15.5pp | 0.15%+12.6pp | 418.13%-405.4pp |
| Employer contribution / active EE | $1,298 | $3,128-58.5% | $2,413-46.2% | $4,741-72.6% |
| Participant deferral / active EE | $1,649 | $4,693-64.9% | $3,985-58.6% | $6,400-74.2% |
| Admin fee / account holder | $4,843 | $9,129-47.0% | $6,834-29.1% | $11,427-57.6% |