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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 | $85,293 | $154,228-44.7% | $145,433-41.4% | $137,256-37.9% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 15.97% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,421 | $4,804-70.4% | $4,554-68.8% | $4,156-65.8% |
| Participant deferral / active EE | $4,601 | $8,216-44.0% | $7,897-41.7% | $6,407-28.2% |
| Admin fee / account holder | $5,391 | $14,344-62.4% | $13,129-58.9% | $12,270-56.1% |