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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 | $61,051 | $135,956-55.1% | $123,894-50.7% | $273,972-77.7% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 5.76% | 56.63%-50.9pp | 47.52%-41.8pp | 41.46%-35.7pp |
| Employer contribution / active EE | $3,565 | $5,170-31.0% | $4,617-22.8% | $4,869-26.8% |
| Participant deferral / active EE | $6,634 | $6,343+4.6% | $5,984+10.9% | $5,287+25.5% |
| Admin fee / account holder | $4,452 | $9,817-54.6% | $8,357-46.7% | $10,133-56.1% |