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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 | $23,657 | $156,398-84.9% | $147,318-83.9% | $138,895-83.0% |
| Participation rate | 78.9% | 83.8%-4.8pp | 82.1%-3.1pp | 79.9%-1.0pp |
| Annual return | 16.93% | 78.75%-61.8pp | 70.43%-53.5pp | 145.39%-128.5pp |
| Employer contribution / active EE | $2,020 | $4,853-58.4% | $4,593-56.0% | $4,194-51.8% |
| Participant deferral / active EE | $4,264 | $8,237-48.2% | $7,906-46.1% | $6,396-33.3% |
| Admin fee / account holder | $815 | $14,976-94.6% | $13,708-94.1% | $12,562-93.5% |