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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 | $163,393 | $183,539-11.0% | $155,556+5.0% | $145,897+12.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 25.91% | 61.31%-35.4pp | 64.84%-38.9pp | 552.29%-526.4pp |
| Employer contribution / active EE | $1,274 | $5,315-76.0% | $4,675-72.7% | $4,663-72.7% |
| Participant deferral / active EE | $2,983 | $6,467-53.9% | $5,631-47.0% | $6,689-55.4% |
| Admin fee / account holder | $1,277 | $19,275-93.4% | $15,885-92.0% | $13,390-90.5% |