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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 | $65,354 | $155,555-58.0% | $146,866-55.5% | $155,188-57.9% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 14.70% | 115.41%-100.7pp | 102.85%-88.2pp | 148.84%-134.1pp |
| Employer contribution / active EE | $1,342 | $4,647-71.1% | $4,425-69.7% | $4,248-68.4% |
| Participant deferral / active EE | $5,166 | $8,044-35.8% | $7,759-33.4% | $6,531-20.9% |
| Admin fee / account holder | $5,534 | $14,755-62.5% | $13,620-59.4% | $14,480-61.8% |