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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 | $41,589 | $178,174-76.7% | $156,181-73.4% | $137,256-69.7% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 11.47% | 84.19%-72.7pp | 64.87%-53.4pp | 220.34%-208.9pp |
| Employer contribution / active EE | $3,101 | $4,972-37.6% | $4,294-27.8% | $4,156-25.4% |
| Participant deferral / active EE | $6,400 | $6,888-7.1% | $6,132+4.4% | $6,407-0.1% |
| Admin fee / account holder | $10,624 | $17,404-39.0% | $14,586-27.2% | $12,270-13.4% |