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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 | $49,953 | $172,111-71.0% | $150,298-66.8% | $137,256-63.6% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 13.44% | 69.37%-55.9pp | 62.79%-49.3pp | 220.34%-206.9pp |
| Employer contribution / active EE | $2,910 | $4,636-37.2% | $4,154-29.9% | $4,156-30.0% |
| Participant deferral / active EE | $3,890 | $6,166-36.9% | $5,453-28.7% | $6,407-39.3% |
| Admin fee / account holder | $441 | $16,471-97.3% | $14,116-96.9% | $12,270-96.4% |