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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 | $98,183 | $157,296-37.6% | $141,191-30.5% | $152,897-35.8% |
| Participation rate | 78.9% | 84.8%-5.9pp | 82.5%-3.5pp | 82.5%-3.5pp |
| Annual return | 20.20% | 64.34%-44.1pp | 71.41%-51.2pp | 345.43%-325.2pp |
| Employer contribution / active EE | $3,104 | $5,262-41.0% | $4,736-34.5% | $4,764-34.8% |
| Participant deferral / active EE | $6,078 | $7,111-14.5% | $6,710-9.4% | $5,851+3.9% |
| Admin fee / account holder | $1,275 | $12,125-89.5% | $10,264-87.6% | $11,599-89.0% |