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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 | $24,363 | $157,296-84.5% | $141,191-82.7% | $152,897-84.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 21.57% | 64.34%-42.8pp | 71.41%-49.8pp | 345.43%-323.9pp |
| Employer contribution / active EE | $2,210 | $5,262-58.0% | $4,736-53.3% | $4,764-53.6% |
| Participant deferral / active EE | $3,759 | $7,111-47.1% | $6,710-44.0% | $5,851-35.8% |
| Admin fee / account holder | $1,210 | $12,125-90.0% | $10,264-88.2% | $11,599-89.6% |