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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 | $93,788 | $174,379-46.2% | $152,093-38.3% | $138,895-32.5% |
| Participation rate | 92.9% | 81.6%+11.2pp | 77.8%+15.1pp | 79.9%+12.9pp |
| Annual return | 15.93% | 74.86%-58.9pp | 66.36%-50.4pp | 145.39%-129.5pp |
| Employer contribution / active EE | $2,364 | $4,652-49.2% | $4,175-43.4% | $4,194-43.6% |
| Participant deferral / active EE | $9,068 | $6,159+47.2% | $5,451+66.3% | $6,396+41.8% |
| Admin fee / account holder | $1,658 | $16,880-90.2% | $14,497-88.6% | $12,562-86.8% |