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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 | $82,509 | $185,312-55.5% | $161,489-48.9% | $154,746-46.7% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 19.06% | 103.84%-84.8pp | 89.72%-70.7pp | 172.34%-153.3pp |
| Employer contribution / active EE | $4,210 | $4,769-11.7% | $4,268-1.4% | $4,379-3.9% |
| Participant deferral / active EE | $3,395 | $6,350-46.5% | $5,630-39.7% | $6,730-49.6% |
| Admin fee / account holder | $2,187 | $18,654-88.3% | $16,006-86.3% | $14,365-84.8% |