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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 | $104,833 | $172,111-39.1% | $150,298-30.2% | $137,256-23.6% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 16.41% | 69.37%-53.0pp | 62.79%-46.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,733 | $4,636-62.6% | $4,154-58.3% | $4,156-58.3% |
| Participant deferral / active EE | $8,815 | $6,166+43.0% | $5,453+61.7% | $6,407+37.6% |
| Admin fee / account holder | $5,902 | $16,471-64.2% | $14,116-58.2% | $12,270-51.9% |