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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 | $41,677 | $162,136-74.3% | $152,301-72.6% | $154,746-73.1% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 18.29% | 91.02%-72.7pp | 80.50%-62.2pp | 172.34%-154.1pp |
| Employer contribution / active EE | $2,119 | $4,890-56.7% | $4,624-54.2% | $4,379-51.6% |
| Participant deferral / active EE | $3,840 | $8,341-54.0% | $8,004-52.0% | $6,730-42.9% |
| Admin fee / account holder | $4,572 | $15,759-71.0% | $14,398-68.2% | $14,365-68.2% |