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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 | $60,297 | $196,972-69.4% | $182,262-66.9% | $198,609-69.6% |
| Participation rate | 80.0% | 85.7%-5.7pp | 84.2%-4.2pp | 82.4%-2.4pp |
| Annual return | 11.16% | 158.27%-147.1pp | 140.60%-129.4pp | 202.70%-191.5pp |
| Employer contribution / active EE | $1,484 | $5,364-72.3% | $5,046-70.6% | $5,055-70.7% |
| Participant deferral / active EE | $4,597 | $8,643-46.8% | $8,276-44.5% | $6,977-34.1% |
| Admin fee / account holder | $2,439 | $18,429-86.8% | $16,712-85.4% | $19,030-87.2% |