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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 | $100,789 | $149,679-32.7% | $117,039-13.9% | $147,586-31.7% |
| Participation rate | 88.9% | 83.5%+5.4pp | 77.2%+11.7pp | 82.8%+6.1pp |
| Annual return | 19.28% | 19.31%0pp | 18.95%+0.3pp | 578.59%-559.3pp |
| Employer contribution / active EE | $1,765 | $4,937-64.3% | $3,785-53.4% | $4,876-63.8% |
| Participant deferral / active EE | $9,820 | $4,912+99.9% | $3,929+149.9% | $5,439+80.6% |
| Admin fee / account holder | $976 | $7,856-87.6% | $5,974-83.7% | $10,886-91.0% |