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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 | $99,327 | $181,062-45.1% | $158,223-37.2% | $155,188-36.0% |
| Participation rate | 78.6% | 82.7%-4.1pp | 79.2%-0.6pp | 80.8%-2.2pp |
| Annual return | 14.84% | 57.39%-42.5pp | 52.09%-37.2pp | 148.84%-134.0pp |
| Employer contribution / active EE | $2,706 | $4,565-40.7% | $4,109-34.1% | $4,248-36.3% |
| Participant deferral / active EE | $7,741 | $6,134+26.2% | $5,467+41.6% | $6,531+18.5% |
| Admin fee / account holder | $1,149 | $18,825-93.9% | $16,047-92.8% | $14,480-92.1% |