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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 | $46,159 | $172,111-73.2% | $150,298-69.3% | $137,256-66.4% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 19.63% | 69.37%-49.7pp | 62.79%-43.2pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,404 | $4,636-69.7% | $4,154-66.2% | $4,156-66.2% |
| Participant deferral / active EE | $2,899 | $6,166-53.0% | $5,453-46.8% | $6,407-54.8% |
| Admin fee / account holder | $3,037 | $16,471-81.6% | $14,116-78.5% | $12,270-75.3% |