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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 | $162,136-63.7% | $152,301-61.3% | $154,746-61.9% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 17.13% | 91.02%-73.9pp | 80.50%-63.4pp | 172.34%-155.2pp |
| Employer contribution / active EE | $1,815 | $4,890-62.9% | $4,624-60.8% | $4,379-58.6% |
| Participant deferral / active EE | $4,550 | $8,341-45.4% | $8,004-43.2% | $6,730-32.4% |
| Admin fee / account holder | $1,026 | $15,759-93.5% | $14,398-92.9% | $14,365-92.9% |