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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 | $57,570 | $111,535-48.4% | $105,223-45.3% | $137,256-58.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 21.54% | 237.85%-216.3pp | 180.65%-159.1pp | 220.34%-198.8pp |
| Employer contribution / active EE | $2,941 | $3,939-25.3% | $3,689-20.3% | $4,156-29.2% |
| Participant deferral / active EE | $7,032 | $5,500+27.9% | $5,072+38.7% | $6,407+9.8% |
| Admin fee / account holder | $3,076 | $9,721-68.4% | $8,859-65.3% | $12,270-74.9% |