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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 | $98,172 | $185,312-47.0% | $161,489-39.2% | $154,746-36.6% |
| Participation rate | 76.9% | 82.5%-5.5pp | 78.7%-1.8pp | 80.7%-3.8pp |
| Annual return | 15.36% | 103.84%-88.5pp | 89.72%-74.4pp | 172.34%-157.0pp |
| Employer contribution / active EE | $1,082 | $4,769-77.3% | $4,268-74.7% | $4,379-75.3% |
| Participant deferral / active EE | $4,421 | $6,350-30.4% | $5,630-21.5% | $6,730-34.3% |
| Admin fee / account holder | $1,368 | $18,654-92.7% | $16,006-91.5% | $14,365-90.5% |