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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 | $174,379-39.9% | $152,093-31.1% | $138,895-24.5% |
| Participation rate | 77.8% | 81.6%-3.9pp | 77.8%0pp | 79.9%-2.1pp |
| Annual return | 16.41% | 74.86%-58.4pp | 66.36%-49.9pp | 145.39%-129.0pp |
| Employer contribution / active EE | $1,733 | $4,652-62.7% | $4,175-58.5% | $4,194-58.7% |
| Participant deferral / active EE | $8,815 | $6,159+43.1% | $5,451+61.7% | $6,396+37.8% |
| Admin fee / account holder | $5,902 | $16,880-65.0% | $14,497-59.3% | $12,562-53.0% |