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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 | $119,312 | $183,627-35.0% | $155,602-23.3% | $145,978-18.3% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 16.87% | 61.32%-44.4pp | 64.81%-47.9pp | 550.52%-533.7pp |
| Employer contribution / active EE | $2,852 | $5,316-46.4% | $4,675-39.0% | $4,662-38.8% |
| Participant deferral / active EE | $14,214 | $6,466+119.8% | $5,629+152.5% | $6,690+112.5% |
| Admin fee / account holder | $767 | $19,327-96.0% | $15,923-95.2% | $13,400-94.3% |