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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 | $174,379-51.6% | $152,093-44.5% | $138,895-39.3% |
| Participation rate | 95.2% | 81.6%+13.6pp | 77.8%+17.5pp | 79.9%+15.3pp |
| Annual return | 16.52% | 74.86%-58.3pp | 66.36%-49.8pp | 145.39%-128.9pp |
| Employer contribution / active EE | $1,708 | $4,652-63.3% | $4,175-59.1% | $4,194-59.3% |
| Participant deferral / active EE | $2,861 | $6,159-53.6% | $5,451-47.5% | $6,396-55.3% |
| Admin fee / account holder | $9,870 | $16,880-41.5% | $14,497-31.9% | $12,562-21.4% |