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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 | $60,636 | $223,823-72.9% | $211,142-71.3% | $154,746-60.8% |
| Participation rate | 76.9% | 87.9%-10.9pp | 87.3%-10.4pp | 80.7%-3.8pp |
| Annual return | 15.42% | 50.39%-35.0pp | 46.84%-31.4pp | 172.34%-156.9pp |
| Employer contribution / active EE | $2,525 | $6,787-62.8% | $6,442-60.8% | $4,379-42.3% |
| Participant deferral / active EE | $6,471 | $9,750-33.6% | $9,284-30.3% | $6,730-3.8% |
| Admin fee / account holder | $2,393 | $19,707-87.9% | $19,076-87.5% | $14,365-83.3% |