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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 | $71,993 | $157,829-54.4% | $136,867-47.4% | $198,609-63.8% |
| Participation rate | 73.9% | 77.2%-3.3pp | 74.5%-0.6pp | 82.4%-8.5pp |
| Annual return | 5.53% | 51.25%-45.7pp | 42.97%-37.4pp | 202.70%-197.2pp |
| Employer contribution / active EE | $6,730 | $3,923+71.6% | $3,547+89.7% | $5,055+33.1% |
| Participant deferral / active EE | $8,008 | $5,463+46.6% | $4,924+62.6% | $6,977+14.8% |
| Admin fee / account holder | $10,939 | $11,107-1.5% | $10,340+5.8% | $19,030-42.5% |