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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 | $88,688 | $110,278-19.6% | $95,740-7.4% | $139,466-36.4% |
| Participation rate | 71.4% | 75.7%-4.3pp | 72.3%-0.8pp | 80.3%-8.9pp |
| Annual return | 14.34% | 27.19%-12.9pp | 28.41%-14.1pp | 373.66%-359.3pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,593 | $4,674-44.5% | $4,244-38.9% | $6,712-61.4% |
| Admin fee / account holder | $6,514 | $6,613-1.5% | $5,676+14.8% | $11,409-42.9% |