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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 | $204,426 | $157,304+30.0% | $141,197+44.8% | $152,909+33.7% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.5%-9.7pp |
| Annual return | 30.68% | 64.34%-33.7pp | 71.41%-40.7pp | 345.46%-314.8pp |
| Employer contribution / active EE | $1,748 | $5,263-66.8% | $4,736-63.1% | $4,764-63.3% |
| Participant deferral / active EE | $7,081 | $7,111-0.4% | $6,710+5.5% | $5,851+21.0% |
| Admin fee / account holder | $303 | $12,126-97.5% | $10,265-97.0% | $11,601-97.4% |