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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 | $76,737 | $178,174-56.9% | $156,181-50.9% | $137,256-44.1% |
| Participation rate | 81.0% | 82.0%-1.1pp | 78.8%+2.1pp | 80.0%+1.0pp |
| Annual return | 18.92% | 84.19%-65.3pp | 64.87%-46.0pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,184 | $4,972-56.1% | $4,294-49.1% | $4,156-47.4% |
| Participant deferral / active EE | $3,650 | $6,888-47.0% | $6,132-40.5% | $6,407-43.0% |
| Admin fee / account holder | $3,470 | $17,404-80.1% | $14,586-76.2% | $12,270-71.7% |