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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 | $56,277 | $181,062-68.9% | $158,223-64.4% | $155,188-63.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 16.43% | 57.39%-41.0pp | 52.09%-35.7pp | 148.84%-132.4pp |
| Employer contribution / active EE | $4,358 | $4,565-4.5% | $4,109+6.1% | $4,248+2.6% |
| Participant deferral / active EE | $6,410 | $6,134+4.5% | $5,467+17.2% | $6,531-1.9% |
| Admin fee / account holder | $493 | $18,825-97.4% | $16,047-96.9% | $14,480-96.6% |