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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 | $52,770 | $185,312-71.5% | $161,489-67.3% | $154,746-65.9% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 20.86% | 103.84%-83.0pp | 89.72%-68.9pp | 172.34%-151.5pp |
| Employer contribution / active EE | $1,631 | $4,769-65.8% | $4,268-61.8% | $4,379-62.7% |
| Participant deferral / active EE | $4,625 | $6,350-27.2% | $5,630-17.8% | $6,730-31.3% |
| Admin fee / account holder | $1,831 | $18,654-90.2% | $16,006-88.6% | $14,365-87.3% |