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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 | $36,794 | $181,062-79.7% | $158,223-76.7% | $155,188-76.3% |
| Participation rate | 77.8% | 82.7%-4.9pp | 79.2%-1.4pp | 80.8%-3.0pp |
| Annual return | 19.93% | 57.39%-37.5pp | 52.09%-32.2pp | 148.84%-128.9pp |
| Employer contribution / active EE | $1,559 | $4,565-65.8% | $4,109-62.0% | $4,248-63.3% |
| Participant deferral / active EE | $5,598 | $6,134-8.7% | $5,467+2.4% | $6,531-14.3% |
| Admin fee / account holder | $3,565 | $18,825-81.1% | $16,047-77.8% | $14,480-75.4% |