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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 | $84,010 | $172,111-51.2% | $150,298-44.1% | $137,256-38.8% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 20.40% | 69.37%-49.0pp | 62.79%-42.4pp | 220.34%-199.9pp |
| Employer contribution / active EE | $7,115 | $4,636+53.5% | $4,154+71.3% | $4,156+71.2% |
| Participant deferral / active EE | $4,287 | $6,166-30.5% | $5,453-21.4% | $6,407-33.1% |
| Admin fee / account holder | $712 | $16,471-95.7% | $14,116-95.0% | $12,270-94.2% |