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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 | $88,769 | $156,398-43.2% | $147,318-39.7% | $138,895-36.1% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.8pp | 79.9%+12.9pp |
| Annual return | 16.65% | 78.75%-62.1pp | 70.43%-53.8pp | 145.39%-128.7pp |
| Employer contribution / active EE | $2,631 | $4,853-45.8% | $4,593-42.7% | $4,194-37.3% |
| Participant deferral / active EE | $8,232 | $8,237-0.1% | $7,906+4.1% | $6,396+28.7% |
| Admin fee / account holder | $19,502 | $14,976+30.2% | $13,708+42.3% | $12,562+55.2% |