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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 | $61,303 | $181,062-66.1% | $158,223-61.3% | $155,188-60.5% |
| Participation rate | 71.4% | 82.7%-11.2pp | 79.2%-7.8pp | 80.8%-9.4pp |
| Annual return | 15.96% | 57.39%-41.4pp | 52.09%-36.1pp | 148.84%-132.9pp |
| Employer contribution / active EE | $1,955 | $4,565-57.2% | $4,109-52.4% | $4,248-54.0% |
| Participant deferral / active EE | $7,286 | $6,134+18.8% | $5,467+33.3% | $6,531+11.6% |
| Admin fee / account holder | $1,358 | $18,825-92.8% | $16,047-91.5% | $14,480-90.6% |