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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 | $52,531 | $182,442-71.2% | $163,379-67.8% | $138,895-62.2% |
| Participation rate | 94.7% | 79.8%+15.0pp | 76.8%+17.9pp | 79.9%+14.8pp |
| Annual return | 18.49% | 72.74%-54.2pp | 63.41%-44.9pp | 145.39%-126.9pp |
| Employer contribution / active EE | $2,608 | $4,159-37.3% | $3,752-30.5% | $4,194-37.8% |
| Participant deferral / active EE | $8,700 | $6,817+27.6% | $6,282+38.5% | $6,396+36.0% |
| Admin fee / account holder | $2,607 | $10,396-74.9% | $9,818-73.4% | $12,562-79.2% |