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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 | $77,965 | $135,956-42.7% | $123,894-37.1% | $273,972-71.5% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 6.77% | 56.63%-49.9pp | 47.52%-40.7pp | 41.46%-34.7pp |
| Employer contribution / active EE | $4,893 | $5,170-5.4% | $4,617+6.0% | $4,869+0.5% |
| Participant deferral / active EE | $9,590 | $6,343+51.2% | $5,984+60.3% | $5,287+81.4% |
| Admin fee / account holder | $5,079 | $9,817-48.3% | $8,357-39.2% | $10,133-49.9% |