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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 | $18,892 | $97,125-80.5% | $86,233-78.1% | $137,256-86.2% |
| Participation rate | 92.9% | 74.2%+18.7pp | 69.0%+23.8pp | 80.0%+12.9pp |
| Annual return | 18.06% | 74.19%-56.1pp | 61.39%-43.3pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,244 | $2,841-21.0% | $2,504-10.4% | $4,156-46.0% |
| Participant deferral / active EE | $3,324 | $5,180-35.8% | $4,559-27.1% | $6,407-48.1% |
| Admin fee / account holder | $551 | $9,725-94.3% | $8,342-93.4% | $12,270-95.5% |