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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 | $55,881 | $154,209-63.8% | $130,062-57.0% | $139,487-59.9% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.5%-0.7pp | 80.3%-2.6pp |
| Annual return | 13.04% | 32.52%-19.5pp | -137.37%+150.4pp | 373.84%-360.8pp |
| Employer contribution / active EE | $1,984 | $5,292-62.5% | $4,322-54.1% | $4,755-58.3% |
| Participant deferral / active EE | $5,401 | $6,709-19.5% | $5,821-7.2% | $6,713-19.5% |
| Admin fee / account holder | $1,415 | $13,988-89.9% | $10,601-86.6% | $11,407-87.6% |