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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 | $65,190 | $165,381-60.6% | $149,730-56.5% | $158,966-59.0% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 18.16% | 348.29%-330.1pp | 276.70%-258.5pp | 302.95%-284.8pp |
| Employer contribution / active EE | $2,576 | $5,104-49.5% | $4,645-44.6% | $4,762-45.9% |
| Participant deferral / active EE | $4,389 | $7,182-38.9% | $6,843-35.9% | $5,983-26.6% |
| Admin fee / account holder | $9,678 | $10,809-10.5% | $9,310+3.9% | $11,250-14.0% |