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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 | $75,410 | $201,370-62.6% | $184,256-59.1% | $145,897-48.3% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 12.69% | 29.05%-16.4pp | 28.85%-16.2pp | 552.29%-539.6pp |
| Employer contribution / active EE | $1,809 | $7,024-74.2% | $6,427-71.8% | $4,663-61.2% |
| Participant deferral / active EE | $4,270 | $9,808-56.5% | $9,133-53.3% | $6,689-36.2% |
| Admin fee / account holder | $3,269 | $16,364-80.0% | $13,899-76.5% | $13,390-75.6% |