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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 | $82,039 | $162,136-49.4% | $152,301-46.1% | $154,746-47.0% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 16.85% | 91.02%-74.2pp | 80.50%-63.7pp | 172.34%-155.5pp |
| Employer contribution / active EE | $2,194 | $4,890-55.1% | $4,624-52.6% | $4,379-49.9% |
| Participant deferral / active EE | $8,538 | $8,341+2.4% | $8,004+6.7% | $6,730+26.9% |
| Admin fee / account holder | $1,167 | $15,759-92.6% | $14,398-91.9% | $14,365-91.9% |