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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 | $67,845 | $135,956-50.1% | $123,894-45.2% | $273,972-75.2% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 5.23% | 56.63%-51.4pp | 47.52%-42.3pp | 41.46%-36.2pp |
| Employer contribution / active EE | $1,848 | $5,170-64.3% | $4,617-60.0% | $4,869-62.0% |
| Participant deferral / active EE | $5,314 | $6,343-16.2% | $5,984-11.2% | $5,287+0.5% |
| Admin fee / account holder | $8,358 | $9,817-14.9% | $8,3570% | $10,133-17.5% |