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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 | $55,177 | $154,228-64.2% | $145,433-62.1% | $137,256-59.8% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 13.82% | 74.59%-60.8pp | 66.58%-52.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,794 | $4,804-62.7% | $4,554-60.6% | $4,156-56.8% |
| Participant deferral / active EE | $5,263 | $8,216-35.9% | $7,897-33.4% | $6,407-17.9% |
| Admin fee / account holder | $5,070 | $14,344-64.7% | $13,129-61.4% | $12,270-58.7% |