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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 | $38,278 | $174,379-78.0% | $152,093-74.8% | $138,895-72.4% |
| Participation rate | 76.9% | 81.6%-4.7pp | 77.8%-0.8pp | 79.9%-3.0pp |
| Annual return | 19.87% | 74.86%-55.0pp | 66.36%-46.5pp | 145.39%-125.5pp |
| Employer contribution / active EE | $3,435 | $4,652-26.2% | $4,175-17.7% | $4,194-18.1% |
| Participant deferral / active EE | $4,114 | $6,159-33.2% | $5,451-24.5% | $6,396-35.7% |
| Admin fee / account holder | $392 | $16,880-97.7% | $14,497-97.3% | $12,562-96.9% |