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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 | $69,962 | $129,737-46.1% | $119,126-41.3% | $154,746-54.8% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 20.19% | 379.08%-358.9pp | 282.11%-261.9pp | 172.34%-152.1pp |
| Employer contribution / active EE | $2,965 | $4,375-32.2% | $4,034-26.5% | $4,379-32.3% |
| Participant deferral / active EE | $5,875 | $5,842+0.6% | $5,318+10.5% | $6,730-12.7% |
| Admin fee / account holder | $421 | $11,961-96.5% | $10,693-96.1% | $14,365-97.1% |