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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 | $102,117 | $185,312-44.9% | $161,489-36.8% | $154,746-34.0% |
| Participation rate | 77.3% | 82.5%-5.2pp | 78.7%-1.4pp | 80.7%-3.4pp |
| Annual return | 16.90% | 103.84%-86.9pp | 89.72%-72.8pp | 172.34%-155.4pp |
| Employer contribution / active EE | $1,437 | $4,769-69.9% | $4,268-66.3% | $4,379-67.2% |
| Participant deferral / active EE | $3,559 | $6,350-44.0% | $5,630-36.8% | $6,730-47.1% |
| Admin fee / account holder | $9,394 | $18,654-49.6% | $16,006-41.3% | $14,365-34.6% |