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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 | $106,140 | $129,737-18.2% | $119,126-10.9% | $154,746-31.4% |
| Participation rate | 70.0% | 78.9%-8.9pp | 75.8%-5.8pp | 80.7%-10.7pp |
| Annual return | 16.33% | 379.08%-362.8pp | 282.11%-265.8pp | 172.34%-156.0pp |
| Employer contribution / active EE | $2,275 | $4,375-48.0% | $4,034-43.6% | $4,379-48.1% |
| Participant deferral / active EE | $4,280 | $5,842-26.7% | $5,318-19.5% | $6,730-36.4% |
| Admin fee / account holder | $1,553 | $11,961-87.0% | $10,693-85.5% | $14,365-89.2% |