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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 | $18,527 | $185,312-90.0% | $161,489-88.5% | $154,746-88.0% |
| Participation rate | 76.9% | 82.5%-5.5pp | 78.7%-1.8pp | 80.7%-3.8pp |
| Annual return | 22.56% | 103.84%-81.3pp | 89.72%-67.2pp | 172.34%-149.8pp |
| Employer contribution / active EE | $2,912 | $4,769-38.9% | $4,268-31.8% | $4,379-33.5% |
| Participant deferral / active EE | $4,331 | $6,350-31.8% | $5,630-23.1% | $6,730-35.7% |
| Admin fee / account holder | $937 | $18,654-95.0% | $16,006-94.1% | $14,365-93.5% |