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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 | $102,412 | $183,592-44.2% | $155,574-34.2% | $145,877-29.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 10.82% | 61.37%-50.6pp | 64.87%-54.0pp | 551.28%-540.5pp |
| Employer contribution / active EE | $1,739 | $5,317-67.3% | $4,676-62.8% | $4,663-62.7% |
| Participant deferral / active EE | $6,289 | $6,466-2.7% | $5,629+11.7% | $6,691-6.0% |
| Admin fee / account holder | $1,889 | $19,316-90.2% | $15,914-88.1% | $13,402-85.9% |