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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 | $155,555-84.8% | $146,866-83.9% | $155,188-84.8% |
| Participation rate | 78.9% | 84.0%-5.0pp | 82.5%-3.6pp | 80.8%-1.9pp |
| Annual return | 16.93% | 115.41%-98.5pp | 102.85%-85.9pp | 148.84%-131.9pp |
| Employer contribution / active EE | $2,020 | $4,647-56.5% | $4,425-54.3% | $4,248-52.4% |
| Participant deferral / active EE | $4,264 | $8,044-47.0% | $7,759-45.0% | $6,531-34.7% |
| Admin fee / account holder | $815 | $14,755-94.5% | $13,620-94.0% | $14,480-94.4% |