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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 | $25,942 | $174,379-85.1% | $152,093-82.9% | $138,895-81.3% |
| Participation rate | 95.0% | 81.6%+13.4pp | 77.8%+17.2pp | 79.9%+15.1pp |
| Annual return | 12.88% | 74.86%-62.0pp | 66.36%-53.5pp | 145.39%-132.5pp |
| Employer contribution / active EE | $962 | $4,652-79.3% | $4,175-76.9% | $4,194-77.1% |
| Participant deferral / active EE | $2,477 | $6,159-59.8% | $5,451-54.6% | $6,396-61.3% |
| Admin fee / account holder | $1,227 | $16,880-92.7% | $14,497-91.5% | $12,562-90.2% |