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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 | $33,550 | $183,592-81.7% | $155,574-78.4% | $145,877-77.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 15.45% | 61.37%-45.9pp | 64.87%-49.4pp | 551.28%-535.8pp |
| Employer contribution / active EE | $2,930 | $5,317-44.9% | $4,676-37.3% | $4,663-37.2% |
| Participant deferral / active EE | $6,440 | $6,466-0.4% | $5,629+14.4% | $6,691-3.7% |
| Admin fee / account holder | $1,449 | $19,316-92.5% | $15,914-90.9% | $13,402-89.2% |