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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 | $89,690 | $183,627-51.2% | $155,602-42.4% | $145,978-38.6% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 17.12% | 61.32%-44.2pp | 64.81%-47.7pp | 550.52%-533.4pp |
| Employer contribution / active EE | $1,193 | $5,316-77.6% | $4,675-74.5% | $4,662-74.4% |
| Participant deferral / active EE | $4,648 | $6,466-28.1% | $5,629-17.4% | $6,690-30.5% |
| Admin fee / account holder | $2,027 | $19,327-89.5% | $15,923-87.3% | $13,400-84.9% |