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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 | $174,379-35.5% | $152,093-26.0% | $138,895-19.0% |
| Participation rate | 71.4% | 81.6%-10.2pp | 77.8%-6.3pp | 79.9%-8.5pp |
| Annual return | 20.48% | 74.86%-54.4pp | 66.36%-45.9pp | 145.39%-124.9pp |
| Employer contribution / active EE | $1,526 | $4,652-67.2% | $4,175-63.4% | $4,194-63.6% |
| Participant deferral / active EE | $4,216 | $6,159-31.5% | $5,451-22.7% | $6,396-34.1% |
| Admin fee / account holder | $1,788 | $16,880-89.4% | $14,497-87.7% | $12,562-85.8% |