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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 | $58,139 | $156,398-62.8% | $147,318-60.5% | $138,895-58.1% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 79.9%-2.1pp |
| Annual return | 19.40% | 78.75%-59.4pp | 70.43%-51.0pp | 145.39%-126.0pp |
| Employer contribution / active EE | $2,972 | $4,853-38.8% | $4,593-35.3% | $4,194-29.1% |
| Participant deferral / active EE | $8,578 | $8,237+4.1% | $7,906+8.5% | $6,396+34.1% |
| Admin fee / account holder | $422 | $14,976-97.2% | $13,708-96.9% | $12,562-96.6% |