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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 | $109,937 | $162,136-32.2% | $152,301-27.8% | $154,746-29.0% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 17.05% | 91.02%-74.0pp | 80.50%-63.5pp | 172.34%-155.3pp |
| Employer contribution / active EE | $5,812 | $4,890+18.9% | $4,624+25.7% | $4,379+32.7% |
| Participant deferral / active EE | $8,453 | $8,341+1.3% | $8,004+5.6% | $6,730+25.6% |
| Admin fee / account holder | $10,395 | $15,759-34.0% | $14,398-27.8% | $14,365-27.6% |