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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 | $38,965 | $155,555-75.0% | $146,866-73.5% | $155,188-74.9% |
| Participation rate | 72.2% | 84.0%-11.7pp | 82.5%-10.3pp | 80.8%-8.6pp |
| Annual return | 26.53% | 115.41%-88.9pp | 102.85%-76.3pp | 148.84%-122.3pp |
| Employer contribution / active EE | $2,527 | $4,647-45.6% | $4,425-42.9% | $4,248-40.5% |
| Participant deferral / active EE | $4,284 | $8,044-46.7% | $7,759-44.8% | $6,531-34.4% |
| Admin fee / account holder | $1,376 | $14,755-90.7% | $13,620-89.9% | $14,480-90.5% |