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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 | $36,403 | $154,228-76.4% | $145,433-75.0% | $137,256-73.5% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 20.62% | 74.59%-54.0pp | 66.58%-46.0pp | 220.34%-199.7pp |
| Employer contribution / active EE | $2,404 | $4,804-50.0% | $4,554-47.2% | $4,156-42.2% |
| Participant deferral / active EE | $3,272 | $8,216-60.2% | $7,897-58.6% | $6,407-48.9% |
| Admin fee / account holder | $1,401 | $14,344-90.2% | $13,129-89.3% | $12,270-88.6% |