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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 | $61,303 | $227,399-73.0% | $189,758-67.7% | $198,609-69.1% |
| Participation rate | 71.4% | 84.0%-12.6pp | 79.8%-8.4pp | 82.4%-10.9pp |
| Annual return | 15.96% | 61.03%-45.1pp | 52.62%-36.7pp | 202.70%-186.7pp |
| Employer contribution / active EE | $1,955 | $5,526-64.6% | $4,767-59.0% | $5,055-61.3% |
| Participant deferral / active EE | $7,286 | $6,837+6.6% | $5,856+24.4% | $6,977+4.4% |
| Admin fee / account holder | $1,358 | $25,162-94.6% | $20,388-93.3% | $19,030-92.9% |