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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 | $94,538 | $185,312-49.0% | $161,489-41.5% | $154,746-38.9% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 17.89% | 103.84%-86.0pp | 89.72%-71.8pp | 172.34%-154.4pp |
| Employer contribution / active EE | $2,969 | $4,769-37.7% | $4,268-30.4% | $4,379-32.2% |
| Participant deferral / active EE | $4,903 | $6,350-22.8% | $5,630-12.9% | $6,730-27.1% |
| Admin fee / account holder | $449 | $18,654-97.6% | $16,006-97.2% | $14,365-96.9% |