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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 | $86,193 | $185,312-53.5% | $161,489-46.6% | $154,746-44.3% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 20.80% | 103.84%-83.0pp | 89.72%-68.9pp | 172.34%-151.5pp |
| Employer contribution / active EE | $2,116 | $4,769-55.6% | $4,268-50.4% | $4,379-51.7% |
| Participant deferral / active EE | $3,412 | $6,350-46.3% | $5,630-39.4% | $6,730-49.3% |
| Admin fee / account holder | $988 | $18,654-94.7% | $16,006-93.8% | $14,365-93.1% |