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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 | $75,307 | $185,312-59.4% | $161,489-53.4% | $154,746-51.3% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.7%-7.3pp | 80.7%-9.3pp |
| Annual return | 17.37% | 103.84%-86.5pp | 89.72%-72.4pp | 172.34%-155.0pp |
| Employer contribution / active EE | $2,189 | $4,769-54.1% | $4,268-48.7% | $4,379-50.0% |
| Participant deferral / active EE | $6,401 | $6,350+0.8% | $5,630+13.7% | $6,730-4.9% |
| Admin fee / account holder | $630 | $18,654-96.6% | $16,006-96.1% | $14,365-95.6% |