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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 | $91,416 | $162,136-43.6% | $152,301-40.0% | $154,746-40.9% |
| Participation rate | 81.8% | 84.1%-2.3pp | 82.4%-0.6pp | 80.7%+1.1pp |
| Annual return | 15.52% | 91.02%-75.5pp | 80.50%-65.0pp | 172.34%-156.8pp |
| Employer contribution / active EE | $5,376 | $4,890+9.9% | $4,624+16.3% | $4,379+22.8% |
| Participant deferral / active EE | $5,341 | $8,341-36.0% | $8,004-33.3% | $6,730-20.6% |
| Admin fee / account holder | $8,771 | $15,759-44.3% | $14,398-39.1% | $14,365-38.9% |