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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 | $156,398-45.5% | $147,318-42.1% | $138,895-38.6% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 15.97% | 78.75%-62.8pp | 70.43%-54.5pp | 145.39%-129.4pp |
| Employer contribution / active EE | $1,421 | $4,853-70.7% | $4,593-69.1% | $4,194-66.1% |
| Participant deferral / active EE | $4,601 | $8,237-44.1% | $7,906-41.8% | $6,396-28.1% |
| Admin fee / account holder | $5,391 | $14,976-64.0% | $13,708-60.7% | $12,562-57.1% |