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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 | $132,032 | $154,228-14.4% | $145,433-9.2% | $137,256-3.8% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 15.56% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,900 | $4,804-39.6% | $4,554-36.3% | $4,156-30.2% |
| Participant deferral / active EE | $5,056 | $8,216-38.5% | $7,897-36.0% | $6,407-21.1% |
| Admin fee / account holder | $1,317 | $14,344-90.8% | $13,129-90.0% | $12,270-89.3% |