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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 | $141,027 | $162,136-13.0% | $152,301-7.4% | $154,746-8.9% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 17.89% | 91.02%-73.1pp | 80.50%-62.6pp | 172.34%-154.4pp |
| Employer contribution / active EE | $1,169 | $4,890-76.1% | $4,624-74.7% | $4,379-73.3% |
| Participant deferral / active EE | $8,271 | $8,341-0.8% | $8,004+3.3% | $6,730+22.9% |
| Admin fee / account holder | $15,174 | $15,759-3.7% | $14,398+5.4% | $14,365+5.6% |