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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 | $129,737-66.5% | $119,126-63.5% | $154,746-71.9% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 20.32% | 379.08%-358.8pp | 282.11%-261.8pp | 172.34%-152.0pp |
| Employer contribution / active EE | $2,287 | $4,375-47.7% | $4,034-43.3% | $4,379-47.8% |
| Participant deferral / active EE | $7,097 | $5,842+21.5% | $5,318+33.5% | $6,730+5.5% |
| Admin fee / account holder | $3,048 | $11,961-74.5% | $10,693-71.5% | $14,365-78.8% |