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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 | $132,596 | $155,555-14.8% | $146,866-9.7% | $155,188-14.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 18.29% | 115.41%-97.1pp | 102.85%-84.6pp | 148.84%-130.5pp |
| Employer contribution / active EE | $3,891 | $4,647-16.3% | $4,425-12.1% | $4,248-8.4% |
| Participant deferral / active EE | $5,455 | $8,044-32.2% | $7,759-29.7% | $6,531-16.5% |
| Admin fee / account holder | $1,450 | $14,755-90.2% | $13,620-89.4% | $14,480-90.0% |