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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 | $78,918 | $223,823-64.7% | $211,142-62.6% | $154,746-49.0% |
| Participation rate | 87.5% | 87.9%-0.4pp | 87.3%+0.2pp | 80.7%+6.8pp |
| Annual return | 20.27% | 50.39%-30.1pp | 46.84%-26.6pp | 172.34%-152.1pp |
| Employer contribution / active EE | $2,282 | $6,787-66.4% | $6,442-64.6% | $4,379-47.9% |
| Participant deferral / active EE | $6,038 | $9,750-38.1% | $9,284-35.0% | $6,730-10.3% |
| Admin fee / account holder | $369 | $19,707-98.1% | $19,076-98.1% | $14,365-97.4% |