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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 | $76,230 | $174,379-56.3% | $152,093-49.9% | $138,895-45.1% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.8%+9.7pp | 79.9%+7.6pp |
| Annual return | 17.73% | 74.86%-57.1pp | 66.36%-48.6pp | 145.39%-127.7pp |
| Employer contribution / active EE | $3,265 | $4,652-29.8% | $4,175-21.8% | $4,194-22.2% |
| Participant deferral / active EE | $3,117 | $6,159-49.4% | $5,451-42.8% | $6,396-51.3% |
| Admin fee / account holder | $6,716 | $16,880-60.2% | $14,497-53.7% | $12,562-46.5% |