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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 | $36,168 | $135,956-73.4% | $123,894-70.8% | $273,972-86.8% |
| Participation rate | 76.9% | 84.1%-7.1pp | 81.4%-4.5pp | 83.0%-6.1pp |
| Annual return | 9.10% | 56.63%-47.5pp | 47.52%-38.4pp | 41.46%-32.4pp |
| Employer contribution / active EE | $1,957 | $5,170-62.2% | $4,617-57.6% | $4,869-59.8% |
| Participant deferral / active EE | $2,904 | $6,343-54.2% | $5,984-51.5% | $5,287-45.1% |
| Admin fee / account holder | $1,346 | $9,817-86.3% | $8,357-83.9% | $10,133-86.7% |