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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 | $91,416 | $154,228-40.7% | $145,433-37.1% | $137,256-33.4% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 15.52% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $5,376 | $4,804+11.9% | $4,554+18.0% | $4,156+29.4% |
| Participant deferral / active EE | $5,341 | $8,216-35.0% | $7,897-32.4% | $6,407-16.6% |
| Admin fee / account holder | $8,771 | $14,344-38.9% | $13,129-33.2% | $12,270-28.5% |