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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 | $44,873 | $162,136-72.3% | $152,301-70.5% | $154,746-71.0% |
| Participation rate | 72.7% | 84.1%-11.4pp | 82.4%-9.7pp | 80.7%-8.0pp |
| Annual return | 19.03% | 91.02%-72.0pp | 80.50%-61.5pp | 172.34%-153.3pp |
| Employer contribution / active EE | $2,228 | $4,890-54.4% | $4,624-51.8% | $4,379-49.1% |
| Participant deferral / active EE | $5,962 | $8,341-28.5% | $8,004-25.5% | $6,730-11.4% |
| Admin fee / account holder | $489 | $15,759-96.9% | $14,398-96.6% | $14,365-96.6% |