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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 | $68,204 | $176,402-61.3% | $134,155-49.2% | $158,950-57.1% |
| Participation rate | 71.4% | 78.7%-7.3pp | 72.2%-0.8pp | 82.0%-10.5pp |
| Annual return | 15.17% | 63.66%-48.5pp | 36.34%-21.2pp | 302.91%-287.7pp |
| Employer contribution / active EE | $2,480 | $5,042-50.8% | $3,705-33.1% | $4,762-47.9% |
| Participant deferral / active EE | $2,735 | $4,093-33.2% | $3,500-21.8% | $5,983-54.3% |
| Admin fee / account holder | $645 | $8,719-92.6% | $6,685-90.3% | $11,248-94.3% |