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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 | $109,926 | $162,136-32.2% | $152,301-27.8% | $154,746-29.0% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 15.80% | 91.02%-75.2pp | 80.50%-64.7pp | 172.34%-156.5pp |
| Employer contribution / active EE | $2,506 | $4,890-48.8% | $4,624-45.8% | $4,379-42.8% |
| Participant deferral / active EE | $9,795 | $8,341+17.4% | $8,004+22.4% | $6,730+45.5% |
| Admin fee / account holder | $35,669 | $15,759+126.3% | $14,398+147.7% | $14,365+148.3% |