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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 | $18,785 | $185,312-89.9% | $161,489-88.4% | $154,746-87.9% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 11.05% | 103.84%-92.8pp | 89.72%-78.7pp | 172.34%-161.3pp |
| Employer contribution / active EE | $1,786 | $4,769-62.6% | $4,268-58.2% | $4,379-59.2% |
| Participant deferral / active EE | $3,977 | $6,350-37.4% | $5,630-29.4% | $6,730-40.9% |
| Admin fee / account holder | $781 | $18,654-95.8% | $16,006-95.1% | $14,365-94.6% |