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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 | $84,010 | $174,379-51.8% | $152,093-44.8% | $138,895-39.5% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 20.40% | 74.86%-54.5pp | 66.36%-46.0pp | 145.39%-125.0pp |
| Employer contribution / active EE | $7,115 | $4,652+53.0% | $4,175+70.4% | $4,194+69.6% |
| Participant deferral / active EE | $4,287 | $6,159-30.4% | $5,451-21.4% | $6,396-33.0% |
| Admin fee / account holder | $712 | $16,880-95.8% | $14,497-95.1% | $12,562-94.3% |