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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 | $155,555-61.2% | $146,866-58.9% | $155,188-61.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 11.16% | 115.41%-104.3pp | 102.85%-91.7pp | 148.84%-137.7pp |
| Employer contribution / active EE | $1,484 | $4,647-68.1% | $4,425-66.5% | $4,248-65.1% |
| Participant deferral / active EE | $4,597 | $8,044-42.8% | $7,759-40.7% | $6,531-29.6% |
| Admin fee / account holder | $2,439 | $14,755-83.5% | $13,620-82.1% | $14,480-83.2% |