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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 | $64,763 | $111,535-41.9% | $105,223-38.5% | $137,256-52.8% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 19.84% | 237.85%-218.0pp | 180.65%-160.8pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,606 | $3,939-59.2% | $3,689-56.4% | $4,156-61.3% |
| Participant deferral / active EE | $2,619 | $5,500-52.4% | $5,072-48.4% | $6,407-59.1% |
| Admin fee / account holder | $484 | $9,721-95.0% | $8,859-94.5% | $12,270-96.1% |