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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 | $114,233 | $172,111-33.6% | $150,298-24.0% | $137,256-16.8% |
| Participation rate | 70.0% | 81.7%-11.7pp | 77.8%-7.8pp | 80.0%-10.0pp |
| Annual return | 18.73% | 69.37%-50.6pp | 62.79%-44.1pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,462 | $4,636-46.9% | $4,154-40.7% | $4,156-40.8% |
| Participant deferral / active EE | $8,719 | $6,166+41.4% | $5,453+59.9% | $6,407+36.1% |
| Admin fee / account holder | $1,070 | $16,471-93.5% | $14,116-92.4% | $12,270-91.3% |