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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 | $40,800 | $185,312-78.0% | $161,489-74.7% | $154,746-73.6% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 16.17% | 103.84%-87.7pp | 89.72%-73.6pp | 172.34%-156.2pp |
| Employer contribution / active EE | $3,384 | $4,769-29.0% | $4,268-20.7% | $4,379-22.7% |
| Participant deferral / active EE | $2,046 | $6,350-67.8% | $5,630-63.7% | $6,730-69.6% |
| Admin fee / account holder | $5,145 | $18,654-72.4% | $16,006-67.9% | $14,365-64.2% |