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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 | $181,062-46.8% | $158,223-39.1% | $155,188-37.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 17.25% | 57.39%-40.1pp | 52.09%-34.8pp | 148.84%-131.6pp |
| Employer contribution / active EE | $2,098 | $4,565-54.0% | $4,109-48.9% | $4,248-50.6% |
| Participant deferral / active EE | $3,975 | $6,134-35.2% | $5,467-27.3% | $6,531-39.1% |
| Admin fee / account holder | $337 | $18,825-98.2% | $16,047-97.9% | $14,480-97.7% |