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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 | $81,985 | $165,381-50.4% | $149,730-45.2% | $158,966-48.4% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 15.04% | 348.29%-333.3pp | 276.70%-261.7pp | 302.95%-287.9pp |
| Employer contribution / active EE | $1,104 | $5,104-78.4% | $4,645-76.2% | $4,762-76.8% |
| Participant deferral / active EE | $9,135 | $7,182+27.2% | $6,843+33.5% | $5,983+52.7% |
| Admin fee / account holder | $843 | $10,809-92.2% | $9,310-90.9% | $11,250-92.5% |