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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 | $51,171 | $154,228-66.8% | $145,433-64.8% | $137,256-62.7% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 13.78% | 74.59%-60.8pp | 66.58%-52.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $3,306 | $4,804-31.2% | $4,554-27.4% | $4,156-20.5% |
| Participant deferral / active EE | $8,632 | $8,216+5.1% | $7,897+9.3% | $6,407+34.7% |
| Admin fee / account holder | $6,797 | $14,344-52.6% | $13,129-48.2% | $12,270-44.6% |