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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 | $108,278 | $165,361-34.5% | $149,715-27.7% | $158,950-31.9% |
| Participation rate | 84.2% | 84.6%-0.4pp | 82.5%+1.7pp | 82.0%+2.2pp |
| Annual return | 14.42% | 348.24%-333.8pp | 276.66%-262.2pp | 302.91%-288.5pp |
| Employer contribution / active EE | $3,056 | $5,103-40.1% | $4,645-34.2% | $4,762-35.8% |
| Participant deferral / active EE | $6,797 | $7,182-5.4% | $6,842-0.7% | $5,983+13.6% |
| Admin fee / account holder | $3,166 | $10,808-70.7% | $9,310-66.0% | $11,248-71.9% |