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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 | $50,172 | $181,062-72.3% | $158,223-68.3% | $155,188-67.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 16.83% | 57.39%-40.6pp | 52.09%-35.3pp | 148.84%-132.0pp |
| Employer contribution / active EE | $1,933 | $4,565-57.6% | $4,109-52.9% | $4,248-54.5% |
| Participant deferral / active EE | $4,194 | $6,134-31.6% | $5,467-23.3% | $6,531-35.8% |
| Admin fee / account holder | $901 | $18,825-95.2% | $16,047-94.4% | $14,480-93.8% |