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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 | $78,918 | $227,291-65.3% | $214,702-63.2% | $155,188-49.1% |
| Participation rate | 87.5% | 88.0%-0.5pp | 87.5%0pp | 80.8%+6.7pp |
| Annual return | 20.27% | 60.08%-39.8pp | 54.55%-34.3pp | 148.84%-128.6pp |
| Employer contribution / active EE | $2,282 | $6,772-66.3% | $6,461-64.7% | $4,248-46.3% |
| Participant deferral / active EE | $6,038 | $9,582-37.0% | $9,147-34.0% | $6,531-7.6% |
| Admin fee / account holder | $369 | $20,413-98.2% | $19,830-98.1% | $14,480-97.4% |