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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 | $75,741 | $183,592-58.7% | $155,574-51.3% | $145,877-48.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 11.90% | 61.37%-49.5pp | 64.87%-53.0pp | 551.28%-539.4pp |
| Employer contribution / active EE | $2,150 | $5,317-59.6% | $4,676-54.0% | $4,663-53.9% |
| Participant deferral / active EE | $5,700 | $6,466-11.8% | $5,629+1.3% | $6,691-14.8% |
| Admin fee / account holder | $9,935 | $19,316-48.6% | $15,914-37.6% | $13,402-25.9% |