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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 | $59,659 | $162,136-63.2% | $152,301-60.8% | $154,746-61.4% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 14.98% | 91.02%-76.0pp | 80.50%-65.5pp | 172.34%-157.4pp |
| Employer contribution / active EE | $3,090 | $4,890-36.8% | $4,624-33.2% | $4,379-29.4% |
| Participant deferral / active EE | $12,228 | $8,341+46.6% | $8,004+52.8% | $6,730+81.7% |
| Admin fee / account holder | $8,882 | $15,759-43.6% | $14,398-38.3% | $14,365-38.2% |