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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 | $35,851 | $178,174-79.9% | $156,181-77.0% | $137,256-73.9% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 15.70% | 84.19%-68.5pp | 64.87%-49.2pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,701 | $4,972-65.8% | $4,294-60.4% | $4,156-59.1% |
| Participant deferral / active EE | $4,174 | $6,888-39.4% | $6,132-31.9% | $6,407-34.8% |
| Admin fee / account holder | $4,740 | $17,404-72.8% | $14,586-67.5% | $12,270-61.4% |