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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 | $57,122 | $154,228-63.0% | $145,433-60.7% | $137,256-58.4% |
| Participation rate | 81.3% | 83.8%-2.5pp | 82.1%-0.9pp | 80.0%+1.3pp |
| Annual return | 13.69% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,432 | $4,804-70.2% | $4,554-68.6% | $4,156-65.6% |
| Participant deferral / active EE | $3,526 | $8,216-57.1% | $7,897-55.3% | $6,407-45.0% |
| Admin fee / account holder | $650 | $14,344-95.5% | $13,129-95.1% | $12,270-94.7% |