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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 | $67,952 | $154,228-55.9% | $145,433-53.3% | $137,256-50.5% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 13.53% | 74.59%-61.1pp | 66.58%-53.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $2,435 | $4,804-49.3% | $4,554-46.5% | $4,156-41.4% |
| Participant deferral / active EE | $8,686 | $8,216+5.7% | $7,897+10.0% | $6,407+35.6% |
| Admin fee / account holder | $5,564 | $14,344-61.2% | $13,129-57.6% | $12,270-54.7% |