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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 | $89,095 | $154,754-42.4% | $124,206-28.3% | $138,895-35.9% |
| Participation rate | 70.0% | 75.5%-5.5pp | 69.6%+0.4pp | 79.9%-9.9pp |
| Annual return | 18.10% | 709.28%-691.2pp | 515.27%-497.2pp | 145.39%-127.3pp |
| Employer contribution / active EE | $2,781 | $4,446-37.4% | $3,540-21.4% | $4,194-33.7% |
| Participant deferral / active EE | $4,467 | $4,621-3.3% | $3,968+12.6% | $6,396-30.2% |
| Admin fee / account holder | $1,962 | $6,690-70.7% | $5,929-66.9% | $12,562-84.4% |