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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 | $55,799 | $227,566-75.5% | $189,558-70.6% | $167,518-66.7% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.5%-0.7pp | 82.1%-4.3pp |
| Annual return | 17.82% | 78.43%-60.6pp | 64.19%-46.4pp | 478.71%-460.9pp |
| Employer contribution / active EE | $1,632 | $5,316-69.3% | $4,412-63.0% | $4,838-66.3% |
| Participant deferral / active EE | $4,101 | $7,002-41.4% | $6,174-33.6% | $6,342-35.3% |
| Admin fee / account holder | $1,039 | $11,881-91.3% | $9,809-89.4% | $12,312-91.6% |