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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 | $96,775 | $154,228-37.3% | $145,433-33.5% | $137,256-29.5% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.6pp | 80.0%+13.8pp |
| Annual return | 12.74% | 74.59%-61.8pp | 66.58%-53.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $3,693 | $4,804-23.1% | $4,554-18.9% | $4,156-11.1% |
| Participant deferral / active EE | $6,322 | $8,216-23.1% | $7,897-19.9% | $6,407-1.3% |
| Admin fee / account holder | $2,696 | $14,344-81.2% | $13,129-79.5% | $12,270-78.0% |