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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 | $172,111-73.6% | $150,298-69.8% | $137,256-66.9% |
| Participation rate | 78.6% | 81.7%-3.1pp | 77.8%+0.8pp | 80.0%-1.4pp |
| Annual return | 21.11% | 69.37%-48.3pp | 62.79%-41.7pp | 220.34%-199.2pp |
| Employer contribution / active EE | $3,010 | $4,636-35.1% | $4,154-27.5% | $4,156-27.6% |
| Participant deferral / active EE | $7,657 | $6,166+24.2% | $5,453+40.4% | $6,407+19.5% |
| Admin fee / account holder | $694 | $16,471-95.8% | $14,116-95.1% | $12,270-94.3% |