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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 | $98,707 | $129,737-23.9% | $119,126-17.1% | $154,746-36.2% |
| Participation rate | 83.3% | 78.9%+4.5pp | 75.8%+7.6pp | 80.7%+2.6pp |
| Annual return | 15.28% | 379.08%-363.8pp | 282.11%-266.8pp | 172.34%-157.1pp |
| Employer contribution / active EE | $1,960 | $4,375-55.2% | $4,034-51.4% | $4,379-55.2% |
| Participant deferral / active EE | $5,222 | $5,842-10.6% | $5,318-1.8% | $6,730-22.4% |
| Admin fee / account holder | $727 | $11,961-93.9% | $10,693-93.2% | $14,365-94.9% |