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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 | $84,637 | $114,013-25.8% | $103,693-18.4% | $155,188-45.5% |
| Participation rate | 90.5% | 75.2%+15.3pp | 72.6%+17.8pp | 80.8%+9.7pp |
| Annual return | 12.38% | 49.31%-36.9pp | 47.61%-35.2pp | 148.84%-136.5pp |
| Employer contribution / active EE | $2,593 | $3,131-17.2% | $2,920-11.2% | $4,248-39.0% |
| Participant deferral / active EE | $2,764 | $4,970-44.4% | $4,579-39.6% | $6,531-57.7% |
| Admin fee / account holder | $1,331 | $8,407-84.2% | $7,858-83.1% | $14,480-90.8% |