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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 | $17,525 | $174,379-90.0% | $152,093-88.5% | $138,895-87.4% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 20.86% | 74.86%-54.0pp | 66.36%-45.5pp | 145.39%-124.5pp |
| Employer contribution / active EE | $2,745 | $4,652-41.0% | $4,175-34.2% | $4,194-34.5% |
| Participant deferral / active EE | $2,212 | $6,159-64.1% | $5,451-59.4% | $6,396-65.4% |
| Admin fee / account holder | $5,214 | $16,880-69.1% | $14,497-64.0% | $12,562-58.5% |