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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 | $50,495 | $162,136-68.9% | $152,301-66.8% | $154,746-67.4% |
| Participation rate | 72.7% | 84.1%-11.4pp | 82.4%-9.7pp | 80.7%-8.0pp |
| Annual return | 16.61% | 91.02%-74.4pp | 80.50%-63.9pp | 172.34%-155.7pp |
| Employer contribution / active EE | $1,755 | $4,890-64.1% | $4,624-62.0% | $4,379-59.9% |
| Participant deferral / active EE | $2,755 | $8,341-67.0% | $8,004-65.6% | $6,730-59.1% |
| Admin fee / account holder | $405 | $15,759-97.4% | $14,398-97.2% | $14,365-97.2% |