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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 | $48,703 | $114,013-57.3% | $103,693-53.0% | $155,188-68.6% |
| Participation rate | 70.8% | 75.2%-4.4pp | 72.6%-1.8pp | 80.8%-10.0pp |
| Annual return | 21.57% | 49.31%-27.7pp | 47.61%-26.0pp | 148.84%-127.3pp |
| Employer contribution / active EE | $1,386 | $3,131-55.7% | $2,920-52.5% | $4,248-67.4% |
| Participant deferral / active EE | $3,236 | $4,970-34.9% | $4,579-29.3% | $6,531-50.5% |
| Admin fee / account holder | $522 | $8,407-93.8% | $7,858-93.4% | $14,480-96.4% |