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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 | $20,831 | $174,379-88.1% | $152,093-86.3% | $138,895-85.0% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 20.37% | 74.86%-54.5pp | 66.36%-46.0pp | 145.39%-125.0pp |
| Employer contribution / active EE | $3,112 | $4,652-33.1% | $4,175-25.5% | $4,194-25.8% |
| Participant deferral / active EE | $6,837 | $6,159+11.0% | $5,451+25.4% | $6,396+6.9% |
| Admin fee / account holder | $895 | $16,880-94.7% | $14,497-93.8% | $12,562-92.9% |