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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 | $154,228-28.7% | $145,433-24.4% | $137,256-19.9% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 17.05% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $5,812 | $4,804+21.0% | $4,554+27.6% | $4,156+39.9% |
| Participant deferral / active EE | $8,453 | $8,216+2.9% | $7,897+7.0% | $6,407+31.9% |
| Admin fee / account holder | $10,395 | $14,344-27.5% | $13,129-20.8% | $12,270-15.3% |