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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 | $68,335 | $174,379-60.8% | $152,093-55.1% | $138,895-50.8% |
| Participation rate | 72.7% | 81.6%-8.9pp | 77.8%-5.0pp | 79.9%-7.2pp |
| Annual return | 12.45% | 74.86%-62.4pp | 66.36%-53.9pp | 145.39%-132.9pp |
| Employer contribution / active EE | $2,661 | $4,652-42.8% | $4,175-36.3% | $4,194-36.6% |
| Participant deferral / active EE | $8,151 | $6,159+32.3% | $5,451+49.5% | $6,396+27.4% |
| Admin fee / account holder | $1,253 | $16,880-92.6% | $14,497-91.4% | $12,562-90.0% |