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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 | $57,378 | $165,381-65.3% | $149,730-61.7% | $158,966-63.9% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 26.78% | 348.29%-321.5pp | 276.70%-249.9pp | 302.95%-276.2pp |
| Employer contribution / active EE | $4,661 | $5,104-8.7% | $4,645+0.3% | $4,762-2.1% |
| Participant deferral / active EE | $10,100 | $7,182+40.6% | $6,843+47.6% | $5,983+68.8% |
| Admin fee / account holder | $8,913 | $10,809-17.5% | $9,310-4.3% | $11,250-20.8% |