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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 | $65,333 | $148,623-56.0% | $135,974-52.0% | $139,466-53.2% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 16.30% | 79.30%-63.0pp | 68.30%-52.0pp | 373.66%-357.4pp |
| Employer contribution / active EE | $1,277 | $5,246-75.7% | $4,859-73.7% | $4,754-73.1% |
| Participant deferral / active EE | $6,935 | $8,103-14.4% | $7,760-10.6% | $6,712+3.3% |
| Admin fee / account holder | $361 | $12,406-97.1% | $10,767-96.7% | $11,409-96.8% |