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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 | $112,475 | $181,062-37.9% | $158,223-28.9% | $155,188-27.5% |
| Participation rate | 71.4% | 82.7%-11.2pp | 79.2%-7.8pp | 80.8%-9.4pp |
| Annual return | 20.48% | 57.39%-36.9pp | 52.09%-31.6pp | 148.84%-128.4pp |
| Employer contribution / active EE | $1,526 | $4,565-66.6% | $4,109-62.9% | $4,248-64.1% |
| Participant deferral / active EE | $4,216 | $6,134-31.3% | $5,467-22.9% | $6,531-35.4% |
| Admin fee / account holder | $1,788 | $18,825-90.5% | $16,047-88.9% | $14,480-87.7% |