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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 | $181,062-88.5% | $158,223-86.8% | $155,188-86.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 20.37% | 57.39%-37.0pp | 52.09%-31.7pp | 148.84%-128.5pp |
| Employer contribution / active EE | $3,112 | $4,565-31.8% | $4,109-24.3% | $4,248-26.8% |
| Participant deferral / active EE | $6,837 | $6,134+11.5% | $5,467+25.1% | $6,531+4.7% |
| Admin fee / account holder | $895 | $18,825-95.2% | $16,047-94.4% | $14,480-93.8% |