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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 | $42,485 | $212,386-80.0% | $199,883-78.7% | $138,895-69.4% |
| Participation rate | 76.9% | 87.4%-10.4pp | 86.8%-9.8pp | 79.9%-3.0pp |
| Annual return | 17.47% | 47.75%-30.3pp | 43.81%-26.3pp | 145.39%-127.9pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,943 | $9,617-38.2% | $9,138-35.0% | $6,396-7.1% |
| Admin fee / account holder | $1,838 | $18,233-89.9% | $17,268-89.4% | $12,562-85.4% |