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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 | $119,861 | $155,555-22.9% | $146,866-18.4% | $155,188-22.8% |
| Participation rate | 84.2% | 84.0%+0.3pp | 82.5%+1.7pp | 80.8%+3.4pp |
| Annual return | 17.58% | 115.41%-97.8pp | 102.85%-85.3pp | 148.84%-131.3pp |
| Employer contribution / active EE | $1,618 | $4,647-65.2% | $4,425-63.4% | $4,248-61.9% |
| Participant deferral / active EE | $4,966 | $8,044-38.3% | $7,759-36.0% | $6,531-24.0% |
| Admin fee / account holder | $1,565 | $14,755-89.4% | $13,620-88.5% | $14,480-89.2% |