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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 | $51,114 | $176,786-71.1% | $146,643-65.1% | $167,536-69.5% |
| Participation rate | 81.8% | 83.6%-1.8pp | 80.1%+1.7pp | 82.1%-0.3pp |
| Annual return | 22.01% | 24.04%-2.0pp | 22.75%-0.7pp | 478.82%-456.8pp |
| Employer contribution / active EE | $6,545 | $5,161+26.8% | $4,137+58.2% | $4,839+35.3% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $306 | $13,262-97.7% | $10,280-97.0% | $12,315-97.5% |