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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 | $58,905 | $154,228-61.8% | $145,433-59.5% | $137,256-57.1% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 17.13% | 74.59%-57.5pp | 66.58%-49.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,815 | $4,804-62.2% | $4,554-60.2% | $4,156-56.3% |
| Participant deferral / active EE | $4,550 | $8,216-44.6% | $7,897-42.4% | $6,407-29.0% |
| Admin fee / account holder | $1,026 | $14,344-92.8% | $13,129-92.2% | $12,270-91.6% |