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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 | $67,157 | $168,636-60.2% | $147,618-54.5% | $125,388-46.4% |
| Participation rate | 81.0% | 88.8%-7.8pp | 84.6%-3.7pp | 83.2%-2.2pp |
| Annual return | 0.79% | 77.65%-76.9pp | 61.98%-61.2pp | 282.24%-281.4pp |
| Employer contribution / active EE | $2,596 | $6,252-58.5% | $5,565-53.4% | $4,866-46.7% |
| Participant deferral / active EE | $8,411 | $5,507+52.7% | $4,895+71.8% | $5,352+57.2% |
| Admin fee / account holder | $2,009 | $13,580-85.2% | $11,612-82.7% | $9,541-78.9% |