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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 | $71,086 | $165,381-57.0% | $149,730-52.5% | $158,966-55.3% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 14.15% | 348.29%-334.1pp | 276.70%-262.6pp | 302.95%-288.8pp |
| Employer contribution / active EE | $2,612 | $5,104-48.8% | $4,645-43.8% | $4,762-45.1% |
| Participant deferral / active EE | $8,410 | $7,182+17.1% | $6,843+22.9% | $5,983+40.6% |
| Admin fee / account holder | $425 | $10,809-96.1% | $9,310-95.4% | $11,250-96.2% |