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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 | $62,161 | $162,136-61.7% | $152,301-59.2% | $154,746-59.8% |
| Participation rate | 95.2% | 84.1%+11.1pp | 82.4%+12.8pp | 80.7%+14.5pp |
| Annual return | 19.90% | 91.02%-71.1pp | 80.50%-60.6pp | 172.34%-152.4pp |
| Employer contribution / active EE | $1,573 | $4,890-67.8% | $4,624-66.0% | $4,379-64.1% |
| Participant deferral / active EE | $3,873 | $8,341-53.6% | $8,004-51.6% | $6,730-42.5% |
| Admin fee / account holder | $506 | $15,759-96.8% | $14,398-96.5% | $14,365-96.5% |