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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 | $69,220 | $212,386-67.4% | $199,883-65.4% | $138,895-50.2% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.8%+0.7pp | 79.9%+7.6pp |
| Annual return | 18.61% | 47.75%-29.1pp | 43.81%-25.2pp | 145.39%-126.8pp |
| Employer contribution / active EE | $4,912 | $6,625-25.9% | $6,261-21.6% | $4,194+17.1% |
| Participant deferral / active EE | $7,040 | $9,617-26.8% | $9,138-23.0% | $6,396+10.1% |
| Admin fee / account holder | $1,122 | $18,233-93.8% | $17,268-93.5% | $12,562-91.1% |