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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 | $78,766 | $172,111-54.2% | $150,298-47.6% | $137,256-42.6% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 16.55% | 69.37%-52.8pp | 62.79%-46.2pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,714 | $4,636-63.0% | $4,154-58.7% | $4,156-58.8% |
| Participant deferral / active EE | $6,576 | $6,166+6.6% | $5,453+20.6% | $6,407+2.6% |
| Admin fee / account holder | $712 | $16,471-95.7% | $14,116-95.0% | $12,270-94.2% |