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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 | $52,636 | $162,136-67.5% | $152,301-65.4% | $154,746-66.0% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 89.63% | 91.02%-1.4pp | 80.50%+9.1pp | 172.34%-82.7pp |
| Employer contribution / active EE | $1,927 | $4,890-60.6% | $4,624-58.3% | $4,379-56.0% |
| Participant deferral / active EE | $4,212 | $8,341-49.5% | $8,004-47.4% | $6,730-37.4% |
| Admin fee / account holder | $569 | $15,759-96.4% | $14,398-96.1% | $14,365-96.0% |