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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 | $72,363 | $172,111-58.0% | $150,298-51.9% | $137,256-47.3% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 20.88% | 69.37%-48.5pp | 62.79%-41.9pp | 220.34%-199.5pp |
| Employer contribution / active EE | $1,411 | $4,636-69.6% | $4,154-66.0% | $4,156-66.1% |
| Participant deferral / active EE | $8,009 | $6,166+29.9% | $5,453+46.9% | $6,407+25.0% |
| Admin fee / account holder | $724 | $16,471-95.6% | $14,116-94.9% | $12,270-94.1% |