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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 | $94,088 | $162,136-42.0% | $152,301-38.2% | $154,746-39.2% |
| Participation rate | 70.0% | 84.1%-14.1pp | 82.4%-12.4pp | 80.7%-10.7pp |
| Annual return | 19.55% | 91.02%-71.5pp | 80.50%-61.0pp | 172.34%-152.8pp |
| Employer contribution / active EE | $2,987 | $4,890-38.9% | $4,624-35.4% | $4,379-31.8% |
| Participant deferral / active EE | $7,785 | $8,341-6.7% | $8,004-2.7% | $6,730+15.7% |
| Admin fee / account holder | $1,592 | $15,759-89.9% | $14,398-88.9% | $14,365-88.9% |