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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 | $181,062-43.6% | $158,223-35.5% | $155,188-34.2% |
| Participation rate | 77.3% | 82.7%-5.4pp | 79.2%-1.9pp | 80.8%-3.5pp |
| Annual return | 16.90% | 57.39%-40.5pp | 52.09%-35.2pp | 148.84%-131.9pp |
| Employer contribution / active EE | $1,437 | $4,565-68.5% | $4,109-65.0% | $4,248-66.2% |
| Participant deferral / active EE | $3,559 | $6,134-42.0% | $5,467-34.9% | $6,531-45.5% |
| Admin fee / account holder | $9,394 | $18,825-50.1% | $16,047-41.5% | $14,480-35.1% |