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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 | $58,060 | $157,304-63.1% | $141,197-58.9% | $152,909-62.0% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.5%+2.2pp |
| Annual return | 22.34% | 64.34%-42.0pp | 71.41%-49.1pp | 345.46%-323.1pp |
| Employer contribution / active EE | $2,438 | $5,263-53.7% | $4,736-48.5% | $4,764-48.8% |
| Participant deferral / active EE | $8,363 | $7,111+17.6% | $6,710+24.6% | $5,851+42.9% |
| Admin fee / account holder | $438 | $12,126-96.4% | $10,265-95.7% | $11,601-96.2% |