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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 | $75,508 | $183,627-58.9% | $155,602-51.5% | $145,978-48.3% |
| Participation rate | 76.9% | 82.7%-5.8pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 12.40% | 61.32%-48.9pp | 64.81%-52.4pp | 550.52%-538.1pp |
| Employer contribution / active EE | $2,593 | $5,316-51.2% | $4,675-44.5% | $4,662-44.4% |
| Participant deferral / active EE | $6,621 | $6,466+2.4% | $5,629+17.6% | $6,690-1.0% |
| Admin fee / account holder | $681 | $19,327-96.5% | $15,923-95.7% | $13,400-94.9% |