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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 | $79,217 | $172,111-54.0% | $150,298-47.3% | $137,256-42.3% |
| Participation rate | 92.9% | 81.7%+11.1pp | 77.8%+15.1pp | 80.0%+12.9pp |
| Annual return | 20.02% | 69.37%-49.4pp | 62.79%-42.8pp | 220.34%-200.3pp |
| Employer contribution / active EE | $2,571 | $4,636-44.5% | $4,154-38.1% | $4,156-38.1% |
| Participant deferral / active EE | $7,252 | $6,166+17.6% | $5,453+33.0% | $6,407+13.2% |
| Admin fee / account holder | $566 | $16,471-96.6% | $14,116-96.0% | $12,270-95.4% |