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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 | $103,530 | $156,398-33.8% | $147,318-29.7% | $138,895-25.5% |
| Participation rate | 89.5% | 83.8%+5.7pp | 82.1%+7.4pp | 79.9%+9.6pp |
| Annual return | 15.49% | 78.75%-63.3pp | 70.43%-54.9pp | 145.39%-129.9pp |
| Employer contribution / active EE | $1,599 | $4,853-67.0% | $4,593-65.2% | $4,194-61.9% |
| Participant deferral / active EE | $5,448 | $8,237-33.9% | $7,906-31.1% | $6,396-14.8% |
| Admin fee / account holder | $2,823 | $14,976-81.2% | $13,708-79.4% | $12,562-77.5% |