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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 | $156,398-15.2% | $147,318-10.0% | $138,895-4.5% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 18.29% | 78.75%-60.5pp | 70.43%-52.1pp | 145.39%-127.1pp |
| Employer contribution / active EE | $3,891 | $4,853-19.8% | $4,593-15.3% | $4,194-7.2% |
| Participant deferral / active EE | $5,455 | $8,237-33.8% | $7,906-31.0% | $6,396-14.7% |
| Admin fee / account holder | $1,450 | $14,976-90.3% | $13,708-89.4% | $12,562-88.5% |