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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 | $40,809 | $172,111-76.3% | $150,298-72.8% | $137,256-70.3% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 16.03% | 69.37%-53.3pp | 62.79%-46.8pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,801 | $4,636-61.2% | $4,154-56.7% | $4,156-56.7% |
| Participant deferral / active EE | $4,178 | $6,166-32.2% | $5,453-23.4% | $6,407-34.8% |
| Admin fee / account holder | $390 | $16,471-97.6% | $14,116-97.2% | $12,270-96.8% |