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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 | $156,398-76.7% | $147,318-75.3% | $138,895-73.8% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 20.62% | 78.75%-58.1pp | 70.43%-49.8pp | 145.39%-124.8pp |
| Employer contribution / active EE | $2,404 | $4,853-50.5% | $4,593-47.7% | $4,194-42.7% |
| Participant deferral / active EE | $3,272 | $8,237-60.3% | $7,906-58.6% | $6,396-48.8% |
| Admin fee / account holder | $1,401 | $14,976-90.6% | $13,708-89.8% | $12,562-88.8% |