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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 | $71,058 | $178,174-60.1% | $156,181-54.5% | $137,256-48.2% |
| Participation rate | 93.8% | 82.0%+11.7pp | 78.8%+14.9pp | 80.0%+13.8pp |
| Annual return | 12.70% | 84.19%-71.5pp | 64.87%-52.2pp | 220.34%-207.6pp |
| Employer contribution / active EE | $2,079 | $4,972-58.2% | $4,294-51.6% | $4,156-50.0% |
| Participant deferral / active EE | $3,446 | $6,888-50.0% | $6,132-43.8% | $6,407-46.2% |
| Admin fee / account holder | $2,392 | $17,404-86.3% | $14,586-83.6% | $12,270-80.5% |