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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 | $45,400 | $185,312-75.5% | $161,489-71.9% | $154,746-70.7% |
| Participation rate | 78.6% | 82.5%-3.9pp | 78.7%-0.1pp | 80.7%-2.1pp |
| Annual return | 21.11% | 103.84%-82.7pp | 89.72%-68.6pp | 172.34%-151.2pp |
| Employer contribution / active EE | $3,010 | $4,769-36.9% | $4,268-29.5% | $4,379-31.3% |
| Participant deferral / active EE | $7,657 | $6,350+20.6% | $5,630+36.0% | $6,730+13.8% |
| Admin fee / account holder | $694 | $18,654-96.3% | $16,006-95.7% | $14,365-95.2% |