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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 | $36,139 | $172,111-79.0% | $150,298-76.0% | $137,256-73.7% |
| Participation rate | 93.3% | 81.7%+11.6pp | 77.8%+15.6pp | 80.0%+13.4pp |
| Annual return | 18.54% | 69.37%-50.8pp | 62.79%-44.2pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,087 | $4,636-76.5% | $4,154-73.8% | $4,156-73.8% |
| Participant deferral / active EE | $4,230 | $6,166-31.4% | $5,453-22.4% | $6,407-34.0% |
| Admin fee / account holder | $1,316 | $16,471-92.0% | $14,116-90.7% | $12,270-89.3% |