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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 | $88,660 | $174,379-49.2% | $152,093-41.7% | $138,895-36.2% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 12.76% | 74.86%-62.1pp | 66.36%-53.6pp | 145.39%-132.6pp |
| Employer contribution / active EE | $2,615 | $4,652-43.8% | $4,175-37.4% | $4,194-37.7% |
| Participant deferral / active EE | $5,031 | $6,159-18.3% | $5,451-7.7% | $6,396-21.3% |
| Admin fee / account holder | $2,449 | $16,880-85.5% | $14,497-83.1% | $12,562-80.5% |