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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 | $40,245 | $174,379-76.9% | $152,093-73.5% | $138,895-71.0% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 14.62% | 74.86%-60.2pp | 66.36%-51.7pp | 145.39%-130.8pp |
| Employer contribution / active EE | $1,318 | $4,652-71.7% | $4,175-68.4% | $4,194-68.6% |
| Participant deferral / active EE | $3,806 | $6,159-38.2% | $5,451-30.2% | $6,396-40.5% |
| Admin fee / account holder | $10,971 | $16,880-35.0% | $14,497-24.3% | $12,562-12.7% |