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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 | $98,091 | $156,398-37.3% | $147,318-33.4% | $138,895-29.4% |
| Participation rate | 81.8% | 83.8%-1.9pp | 82.1%-0.2pp | 79.9%+1.9pp |
| Annual return | 17.12% | 78.75%-61.6pp | 70.43%-53.3pp | 145.39%-128.3pp |
| Employer contribution / active EE | $1,329 | $4,853-72.6% | $4,593-71.1% | $4,194-68.3% |
| Participant deferral / active EE | $12,100 | $8,237+46.9% | $7,906+53.0% | $6,396+89.2% |
| Admin fee / account holder | $2,582 | $14,976-82.8% | $13,708-81.2% | $12,562-79.4% |