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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 | $59,659 | $154,228-61.3% | $145,433-59.0% | $137,256-56.5% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 14.98% | 74.59%-59.6pp | 66.58%-51.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $3,090 | $4,804-35.7% | $4,554-32.2% | $4,156-25.7% |
| Participant deferral / active EE | $12,228 | $8,216+48.8% | $7,897+54.8% | $6,407+90.9% |
| Admin fee / account holder | $8,882 | $14,344-38.1% | $13,129-32.3% | $12,270-27.6% |