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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 | $185,312-69.6% | $161,489-65.2% | $154,746-63.6% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 16.43% | 103.84%-87.4pp | 89.72%-73.3pp | 172.34%-155.9pp |
| Employer contribution / active EE | $4,358 | $4,769-8.6% | $4,268+2.1% | $4,379-0.5% |
| Participant deferral / active EE | $6,410 | $6,350+0.9% | $5,630+13.9% | $6,730-4.8% |
| Admin fee / account holder | $493 | $18,654-97.4% | $16,006-96.9% | $14,365-96.6% |