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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 | $77,796 | $178,174-56.3% | $156,181-50.2% | $137,256-43.3% |
| Participation rate | 78.6% | 82.0%-3.5pp | 78.8%-0.3pp | 80.0%-1.4pp |
| Annual return | 13.96% | 84.19%-70.2pp | 64.87%-50.9pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,212 | $4,972-55.5% | $4,294-48.5% | $4,156-46.8% |
| Participant deferral / active EE | $6,407 | $6,888-7.0% | $6,132+4.5% | $6,4070% |
| Admin fee / account holder | $4,445 | $17,404-74.5% | $14,586-69.5% | $12,270-63.8% |