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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 | $67,419 | $148,582-54.6% | $135,942-50.4% | $139,456-51.7% |
| Participation rate | 76.9% | 83.9%-6.9pp | 81.9%-5.0pp | 80.3%-3.4pp |
| Annual return | 16.12% | 79.26%-63.1pp | 68.28%-52.2pp | 373.45%-357.3pp |
| Employer contribution / active EE | $2,821 | $5,245-46.2% | $4,858-41.9% | $4,753-40.6% |
| Participant deferral / active EE | $4,215 | $8,101-48.0% | $7,759-45.7% | $6,711-37.2% |
| Admin fee / account holder | $1,085 | $12,402-91.3% | $10,764-89.9% | $11,407-90.5% |