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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 | $155,555-29.3% | $146,866-25.1% | $155,188-29.2% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.5%-11.1pp | 80.8%-9.4pp |
| Annual return | 17.05% | 115.41%-98.4pp | 102.85%-85.8pp | 148.84%-131.8pp |
| Employer contribution / active EE | $5,812 | $4,647+25.1% | $4,425+31.4% | $4,248+36.8% |
| Participant deferral / active EE | $8,453 | $8,044+5.1% | $7,759+8.9% | $6,531+29.4% |
| Admin fee / account holder | $10,395 | $14,755-29.6% | $13,620-23.7% | $14,480-28.2% |