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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 | $125,690 | $162,136-22.5% | $152,301-17.5% | $154,746-18.8% |
| Participation rate | 91.7% | 84.1%+7.6pp | 82.4%+9.2pp | 80.7%+11.0pp |
| Annual return | 13.22% | 91.02%-77.8pp | 80.50%-67.3pp | 172.34%-159.1pp |
| Employer contribution / active EE | $1,076 | $4,890-78.0% | $4,624-76.7% | $4,379-75.4% |
| Participant deferral / active EE | $3,602 | $8,341-56.8% | $8,004-55.0% | $6,730-46.5% |
| Admin fee / account holder | $9,235 | $15,759-41.4% | $14,398-35.9% | $14,365-35.7% |