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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 | $129,737-55.6% | $119,126-51.7% | $154,746-62.8% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 21.54% | 379.08%-357.5pp | 282.11%-260.6pp | 172.34%-150.8pp |
| Employer contribution / active EE | $2,941 | $4,375-32.8% | $4,034-27.1% | $4,379-32.8% |
| Participant deferral / active EE | $7,032 | $5,842+20.4% | $5,318+32.2% | $6,730+4.5% |
| Admin fee / account holder | $3,076 | $11,961-74.3% | $10,693-71.2% | $14,365-78.6% |