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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 | $76,636 | $88,707-13.6% | $74,184+3.3% | $273,972-72.0% |
| Participation rate | 90.9% | 79.4%+11.5pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 4.25% | 11.94%-7.7pp | 17.74%-13.5pp | 41.46%-37.2pp |
| Employer contribution / active EE | $5,455 | $3,159+72.6% | $2,370+130.1% | $4,869+12.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $578 | $8,717-93.4% | $5,586-89.7% | $10,133-94.3% |