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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 | $104,473 | $212,386-50.8% | $199,883-47.7% | $138,895-24.8% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.8%-1.1pp | 79.9%+5.8pp |
| Annual return | 16.23% | 47.75%-31.5pp | 43.81%-27.6pp | 145.39%-129.2pp |
| Employer contribution / active EE | $2,006 | $6,625-69.7% | $6,261-68.0% | $4,194-52.2% |
| Participant deferral / active EE | $12,094 | $9,617+25.8% | $9,138+32.3% | $6,396+89.1% |
| Admin fee / account holder | $826 | $18,233-95.5% | $17,268-95.2% | $12,562-93.4% |