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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 | $41,085 | $178,174-76.9% | $156,181-73.7% | $137,256-70.1% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.8%-7.4pp | 80.0%-8.5pp |
| Annual return | 18.04% | 84.19%-66.1pp | 64.87%-46.8pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,395 | $4,972-51.8% | $4,294-44.2% | $4,156-42.4% |
| Participant deferral / active EE | $4,286 | $6,888-37.8% | $6,132-30.1% | $6,407-33.1% |
| Admin fee / account holder | $1,063 | $17,404-93.9% | $14,586-92.7% | $12,270-91.3% |