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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 | $50,981 | $185,312-72.5% | $161,489-68.4% | $154,746-67.1% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 17.94% | 103.84%-85.9pp | 89.72%-71.8pp | 172.34%-154.4pp |
| Employer contribution / active EE | $2,673 | $4,769-43.9% | $4,268-37.4% | $4,379-39.0% |
| Participant deferral / active EE | $8,416 | $6,350+32.5% | $5,630+49.5% | $6,730+25.0% |
| Admin fee / account holder | $443 | $18,654-97.6% | $16,006-97.2% | $14,365-96.9% |