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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 | $51,163 | $185,312-72.4% | $161,489-68.3% | $154,746-66.9% |
| Participation rate | 89.5% | 82.5%+7.0pp | 78.7%+10.8pp | 80.7%+8.8pp |
| Annual return | 13.71% | 103.84%-90.1pp | 89.72%-76.0pp | 172.34%-158.6pp |
| Employer contribution / active EE | $3,809 | $4,769-20.1% | $4,268-10.8% | $4,379-13.0% |
| Participant deferral / active EE | $4,062 | $6,350-36.0% | $5,630-27.8% | $6,730-39.6% |
| Admin fee / account holder | $2,356 | $18,654-87.4% | $16,006-85.3% | $14,365-83.6% |