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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 | $84,373 | $172,111-51.0% | $150,298-43.9% | $137,256-38.5% |
| Participation rate | 95.2% | 81.7%+13.5pp | 77.8%+17.5pp | 80.0%+15.3pp |
| Annual return | 16.52% | 69.37%-52.9pp | 62.79%-46.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,708 | $4,636-63.2% | $4,154-58.9% | $4,156-58.9% |
| Participant deferral / active EE | $2,861 | $6,166-53.6% | $5,453-47.5% | $6,407-55.4% |
| Admin fee / account holder | $9,870 | $16,471-40.1% | $14,116-30.1% | $12,270-19.6% |