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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 | $109,926 | $154,228-28.7% | $145,433-24.4% | $137,256-19.9% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 15.80% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,506 | $4,804-47.8% | $4,554-45.0% | $4,156-39.7% |
| Participant deferral / active EE | $9,795 | $8,216+19.2% | $7,897+24.0% | $6,407+52.9% |
| Admin fee / account holder | $35,669 | $14,344+148.7% | $13,129+171.7% | $12,270+190.7% |