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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 | $33,284 | $154,228-78.4% | $145,433-77.1% | $137,256-75.8% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 17.64% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $4,536 | $4,804-5.6% | $4,554-0.4% | $4,156+9.1% |
| Participant deferral / active EE | $15,352 | $8,216+86.9% | $7,897+94.4% | $6,407+139.6% |
| Admin fee / account holder | $778 | $14,344-94.6% | $13,129-94.1% | $12,270-93.7% |