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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 | $48,339 | $148,629-67.5% | $135,982-64.5% | $139,487-65.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 31.35% | 79.33%-48.0pp | 68.32%-37.0pp | 373.84%-342.5pp |
| Employer contribution / active EE | $5,056 | $5,247-3.6% | $4,859+4.1% | $4,755+6.3% |
| Participant deferral / active EE | $11,121 | $8,102+37.3% | $7,760+43.3% | $6,713+65.7% |
| Admin fee / account holder | $540 | $12,406-95.6% | $10,767-95.0% | $11,407-95.3% |