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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 | $46,556 | $162,136-71.3% | $152,301-69.4% | $154,746-69.9% |
| Participation rate | 91.7% | 84.1%+7.6pp | 82.4%+9.2pp | 80.7%+11.0pp |
| Annual return | 20.94% | 91.02%-70.1pp | 80.50%-59.6pp | 172.34%-151.4pp |
| Employer contribution / active EE | $3,461 | $4,890-29.2% | $4,624-25.2% | $4,379-21.0% |
| Participant deferral / active EE | $9,414 | $8,341+12.9% | $8,004+17.6% | $6,730+39.9% |
| Admin fee / account holder | $2,226 | $15,759-85.9% | $14,398-84.5% | $14,365-84.5% |