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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 | $66,347 | $162,136-59.1% | $152,301-56.4% | $154,746-57.1% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 19.78% | 91.02%-71.2pp | 80.50%-60.7pp | 172.34%-152.6pp |
| Employer contribution / active EE | $1,063 | $4,890-78.3% | $4,624-77.0% | $4,379-75.7% |
| Participant deferral / active EE | $11,318 | $8,341+35.7% | $8,004+41.4% | $6,730+68.2% |
| Admin fee / account holder | $430 | $15,759-97.3% | $14,398-97.0% | $14,365-97.0% |