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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 | $103,585 | $162,136-36.1% | $152,301-32.0% | $154,746-33.1% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 14.09% | 91.02%-76.9pp | 80.50%-66.4pp | 172.34%-158.2pp |
| Employer contribution / active EE | $1,835 | $4,890-62.5% | $4,624-60.3% | $4,379-58.1% |
| Participant deferral / active EE | $5,356 | $8,341-35.8% | $8,004-33.1% | $6,730-20.4% |
| Admin fee / account holder | $2,566 | $15,759-83.7% | $14,398-82.2% | $14,365-82.1% |