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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 | $64,340 | $165,399-61.1% | $149,745-57.0% | $158,982-59.5% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 22.12% | 348.34%-326.2pp | 276.72%-254.6pp | 302.99%-280.9pp |
| Employer contribution / active EE | $4,281 | $5,105-16.1% | $4,646-7.9% | $4,763-10.1% |
| Participant deferral / active EE | $11,456 | $7,183+59.5% | $6,843+67.4% | $5,983+91.5% |
| Admin fee / account holder | $1,898 | $10,811-82.4% | $9,312-79.6% | $11,252-83.1% |