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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 | $54,831 | $162,136-66.2% | $152,301-64.0% | $154,746-64.6% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 13.58% | 91.02%-77.4pp | 80.50%-66.9pp | 172.34%-158.8pp |
| Employer contribution / active EE | $2,698 | $4,890-44.8% | $4,624-41.7% | $4,379-38.4% |
| Participant deferral / active EE | $4,482 | $8,341-46.3% | $8,004-44.0% | $6,730-33.4% |
| Admin fee / account holder | $1,137 | $15,759-92.8% | $14,398-92.1% | $14,365-92.1% |