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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 | $107,251 | $223,823-52.1% | $211,142-49.2% | $154,746-30.7% |
| Participation rate | 87.5% | 87.9%-0.4pp | 87.3%+0.2pp | 80.7%+6.8pp |
| Annual return | 15.97% | 50.39%-34.4pp | 46.84%-30.9pp | 172.34%-156.4pp |
| Employer contribution / active EE | $5,992 | $6,787-11.7% | $6,442-7.0% | $4,379+36.8% |
| Participant deferral / active EE | $10,415 | $9,750+6.8% | $9,284+12.2% | $6,730+54.7% |
| Admin fee / account holder | $16,939 | $19,707-14.0% | $19,076-11.2% | $14,365+17.9% |