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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 | $118,287 | $165,381-28.5% | $149,730-21.0% | $158,966-25.6% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 16.55% | 348.29%-331.7pp | 276.70%-260.2pp | 302.95%-286.4pp |
| Employer contribution / active EE | $1,629 | $5,104-68.1% | $4,645-64.9% | $4,762-65.8% |
| Participant deferral / active EE | $7,308 | $7,182+1.8% | $6,843+6.8% | $5,983+22.1% |
| Admin fee / account holder | $7,999 | $10,809-26.0% | $9,310-14.1% | $11,250-28.9% |