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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 | $96,373 | $185,312-48.0% | $161,489-40.3% | $154,746-37.7% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 17.25% | 103.84%-86.6pp | 89.72%-72.5pp | 172.34%-155.1pp |
| Employer contribution / active EE | $2,098 | $4,769-56.0% | $4,268-50.8% | $4,379-52.1% |
| Participant deferral / active EE | $3,975 | $6,350-37.4% | $5,630-29.4% | $6,730-40.9% |
| Admin fee / account holder | $337 | $18,654-98.2% | $16,006-97.9% | $14,365-97.7% |