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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 | $67,952 | $162,136-58.1% | $152,301-55.4% | $154,746-56.1% |
| Participation rate | 81.8% | 84.1%-2.3pp | 82.4%-0.6pp | 80.7%+1.1pp |
| Annual return | 13.53% | 91.02%-77.5pp | 80.50%-67.0pp | 172.34%-158.8pp |
| Employer contribution / active EE | $2,435 | $4,890-50.2% | $4,624-47.3% | $4,379-44.4% |
| Participant deferral / active EE | $8,686 | $8,341+4.1% | $8,004+8.5% | $6,730+29.1% |
| Admin fee / account holder | $5,564 | $15,759-64.7% | $14,398-61.4% | $14,365-61.3% |