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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 | $30,612 | $154,228-80.2% | $145,433-79.0% | $137,256-77.7% |
| Participation rate | 78.3% | 83.8%-5.5pp | 82.1%-3.9pp | 80.0%-1.7pp |
| Annual return | 23.72% | 74.59%-50.9pp | 66.58%-42.9pp | 220.34%-196.6pp |
| Employer contribution / active EE | $2,604 | $4,804-45.8% | $4,554-42.8% | $4,156-37.3% |
| Participant deferral / active EE | $5,446 | $8,216-33.7% | $7,897-31.0% | $6,407-15.0% |
| Admin fee / account holder | $4,190 | $14,344-70.8% | $13,129-68.1% | $12,270-65.9% |