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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 | $57,355 | $185,905-69.1% | $170,057-66.3% | $139,487-58.9% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 20.73% | 60.56%-39.8pp | 53.42%-32.7pp | 373.84%-353.1pp |
| Employer contribution / active EE | $2,716 | $7,597-64.2% | $6,790-60.0% | $4,755-42.9% |
| Participant deferral / active EE | $6,831 | $11,627-41.2% | $10,411-34.4% | $6,713+1.8% |
| Admin fee / account holder | $472 | $15,397-96.9% | $12,826-96.3% | $11,407-95.9% |