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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 | $103,432 | $157,296-34.2% | $141,191-26.7% | $152,897-32.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 23.84% | 64.34%-40.5pp | 71.41%-47.6pp | 345.43%-321.6pp |
| Employer contribution / active EE | $1,040 | $5,262-80.2% | $4,736-78.0% | $4,764-78.2% |
| Participant deferral / active EE | $4,420 | $7,111-37.8% | $6,710-34.1% | $5,851-24.5% |
| Admin fee / account holder | $854 | $12,125-93.0% | $10,264-91.7% | $11,599-92.6% |