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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 | $172,111-67.3% | $150,298-62.6% | $137,256-59.0% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 16.43% | 69.37%-52.9pp | 62.79%-46.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $4,358 | $4,636-6.0% | $4,154+4.9% | $4,156+4.9% |
| Participant deferral / active EE | $6,410 | $6,166+4.0% | $5,453+17.6% | $6,4070% |
| Admin fee / account holder | $493 | $16,471-97.0% | $14,116-96.5% | $12,270-96.0% |