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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 | $43,509 | $111,535-61.0% | $105,223-58.7% | $137,256-68.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 20.32% | 237.85%-217.5pp | 180.65%-160.3pp | 220.34%-200.0pp |
| Employer contribution / active EE | $2,287 | $3,939-42.0% | $3,689-38.0% | $4,156-45.0% |
| Participant deferral / active EE | $7,097 | $5,500+29.0% | $5,072+39.9% | $6,407+10.8% |
| Admin fee / account holder | $3,048 | $9,721-68.6% | $8,859-65.6% | $12,270-75.2% |