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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 | $29,664 | $154,228-80.8% | $145,433-79.6% | $137,256-78.4% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 16.71% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,295 | $4,804-73.0% | $4,554-71.6% | $4,156-68.8% |
| Participant deferral / active EE | $5,441 | $8,216-33.8% | $7,897-31.1% | $6,407-15.1% |
| Admin fee / account holder | $1,007 | $14,344-93.0% | $13,129-92.3% | $12,270-91.8% |