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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 | $56,319 | $178,174-68.4% | $156,181-63.9% | $137,256-59.0% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.8%-6.1pp | 80.0%-7.2pp |
| Annual return | 18.47% | 84.19%-65.7pp | 64.87%-46.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $3,221 | $4,972-35.2% | $4,294-25.0% | $4,156-22.5% |
| Participant deferral / active EE | $4,943 | $6,888-28.2% | $6,132-19.4% | $6,407-22.8% |
| Admin fee / account holder | $2,921 | $17,404-83.2% | $14,586-80.0% | $12,270-76.2% |