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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 | $139,901 | $174,379-19.8% | $152,093-8.0% | $138,895+0.7% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.8%+9.7pp | 79.9%+7.6pp |
| Annual return | 16.05% | 74.86%-58.8pp | 66.36%-50.3pp | 145.39%-129.3pp |
| Employer contribution / active EE | $1,698 | $4,652-63.5% | $4,175-59.3% | $4,194-59.5% |
| Participant deferral / active EE | $4,685 | $6,159-23.9% | $5,451-14.1% | $6,396-26.8% |
| Admin fee / account holder | $9,328 | $16,880-44.7% | $14,497-35.7% | $12,562-25.7% |