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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 | $65,142 | $174,379-62.6% | $152,093-57.2% | $138,895-53.1% |
| Participation rate | 90.9% | 81.6%+9.3pp | 77.8%+13.1pp | 79.9%+11.0pp |
| Annual return | 18.19% | 74.86%-56.7pp | 66.36%-48.2pp | 145.39%-127.2pp |
| Employer contribution / active EE | $2,076 | $4,652-55.4% | $4,175-50.3% | $4,194-50.5% |
| Participant deferral / active EE | $4,505 | $6,159-26.9% | $5,451-17.4% | $6,396-29.6% |
| Admin fee / account holder | $3,551 | $16,880-79.0% | $14,497-75.5% | $12,562-71.7% |