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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 | $50,528 | $172,111-70.6% | $150,298-66.4% | $137,256-63.2% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 19.53% | 69.37%-49.8pp | 62.79%-43.3pp | 220.34%-200.8pp |
| Employer contribution / active EE | $2,195 | $4,636-52.7% | $4,154-47.2% | $4,156-47.2% |
| Participant deferral / active EE | $5,322 | $6,166-13.7% | $5,453-2.4% | $6,407-16.9% |
| Admin fee / account holder | $1,053 | $16,471-93.6% | $14,116-92.5% | $12,270-91.4% |