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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 | $38,652 | $172,111-77.5% | $150,298-74.3% | $137,256-71.8% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 18.59% | 69.37%-50.8pp | 62.79%-44.2pp | 220.34%-201.8pp |
| Employer contribution / active EE | $2,917 | $4,636-37.1% | $4,154-29.8% | $4,156-29.8% |
| Participant deferral / active EE | $7,958 | $6,166+29.1% | $5,453+46.0% | $6,407+24.2% |
| Admin fee / account holder | $898 | $16,471-94.5% | $14,116-93.6% | $12,270-92.7% |