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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 | $39,236 | $156,398-74.9% | $147,318-73.4% | $138,895-71.8% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.1%-10.6pp | 79.9%-8.5pp |
| Annual return | 15.95% | 78.75%-62.8pp | 70.43%-54.5pp | 145.39%-129.4pp |
| Employer contribution / active EE | $1,758 | $4,853-63.8% | $4,593-61.7% | $4,194-58.1% |
| Participant deferral / active EE | $10,060 | $8,237+22.1% | $7,906+27.2% | $6,396+57.3% |
| Admin fee / account holder | $1,729 | $14,976-88.5% | $13,708-87.4% | $12,562-86.2% |