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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 | $38,350 | $155,555-75.3% | $146,866-73.9% | $155,188-75.3% |
| Participation rate | 72.2% | 84.0%-11.7pp | 82.5%-10.3pp | 80.8%-8.6pp |
| Annual return | 10.93% | 115.41%-104.5pp | 102.85%-91.9pp | 148.84%-137.9pp |
| Employer contribution / active EE | $1,631 | $4,647-64.9% | $4,425-63.1% | $4,248-61.6% |
| Participant deferral / active EE | $4,826 | $8,044-40.0% | $7,759-37.8% | $6,531-26.1% |
| Admin fee / account holder | $1,767 | $14,755-88.0% | $13,620-87.0% | $14,480-87.8% |