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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 | $48,664 | $172,111-71.7% | $150,298-67.6% | $137,256-64.5% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 24.75% | 69.37%-44.6pp | 62.79%-38.0pp | 220.34%-195.6pp |
| Employer contribution / active EE | $1,322 | $4,636-71.5% | $4,154-68.2% | $4,156-68.2% |
| Participant deferral / active EE | $7,078 | $6,166+14.8% | $5,453+29.8% | $6,407+10.5% |
| Admin fee / account holder | $468 | $16,471-97.2% | $14,116-96.7% | $12,270-96.2% |