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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 | $109,937 | $156,398-29.7% | $147,318-25.4% | $138,895-20.8% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.1%-10.6pp | 79.9%-8.5pp |
| Annual return | 17.05% | 78.75%-61.7pp | 70.43%-53.4pp | 145.39%-128.3pp |
| Employer contribution / active EE | $5,812 | $4,853+19.8% | $4,593+26.6% | $4,194+38.6% |
| Participant deferral / active EE | $8,453 | $8,237+2.6% | $7,906+6.9% | $6,396+32.2% |
| Admin fee / account holder | $10,395 | $14,976-30.6% | $13,708-24.2% | $12,562-17.3% |