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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 | $90,067 | $154,228-41.6% | $145,433-38.1% | $137,256-34.4% |
| Participation rate | 82.6% | 83.8%-1.2pp | 82.1%+0.5pp | 80.0%+2.6pp |
| Annual return | 15.37% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,705 | $4,804-43.7% | $4,554-40.6% | $4,156-34.9% |
| Participant deferral / active EE | $5,375 | $8,216-34.6% | $7,897-31.9% | $6,407-16.1% |
| Admin fee / account holder | $3,331 | $14,344-76.8% | $13,129-74.6% | $12,270-72.9% |