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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 | $56,000 | $154,228-63.7% | $145,433-61.5% | $137,256-59.2% |
| Participation rate | 85.0% | 83.8%+1.2pp | 82.1%+2.9pp | 80.0%+5.0pp |
| Annual return | 16.59% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,951 | $4,804-59.4% | $4,554-57.2% | $4,156-53.1% |
| Participant deferral / active EE | $4,305 | $8,216-47.6% | $7,897-45.5% | $6,407-32.8% |
| Admin fee / account holder | $575 | $14,344-96.0% | $13,129-95.6% | $12,270-95.3% |