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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 | $86,522 | $181,062-52.2% | $158,223-45.3% | $155,188-44.2% |
| Participation rate | 85.7% | 82.7%+3.1pp | 79.2%+6.5pp | 80.8%+4.9pp |
| Annual return | 14.30% | 57.39%-43.1pp | 52.09%-37.8pp | 148.84%-134.5pp |
| Employer contribution / active EE | $2,472 | $4,565-45.8% | $4,109-39.8% | $4,248-41.8% |
| Participant deferral / active EE | $2,115 | $6,134-65.5% | $5,467-61.3% | $6,531-67.6% |
| Admin fee / account holder | $14,027 | $18,825-25.5% | $16,047-12.6% | $14,480-3.1% |