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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 | $38,685 | $162,136-76.1% | $152,301-74.6% | $154,746-75.0% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 15.99% | 91.02%-75.0pp | 80.50%-64.5pp | 172.34%-156.3pp |
| Employer contribution / active EE | $1,471 | $4,890-69.9% | $4,624-68.2% | $4,379-66.4% |
| Participant deferral / active EE | $4,527 | $8,341-45.7% | $8,004-43.4% | $6,730-32.7% |
| Admin fee / account holder | $811 | $15,759-94.9% | $14,398-94.4% | $14,365-94.4% |