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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 | $24,452 | $178,174-86.3% | $156,181-84.3% | $137,256-82.2% |
| Participation rate | 84.2% | 82.0%+2.2pp | 78.8%+5.4pp | 80.0%+4.3pp |
| Annual return | 20.36% | 84.19%-63.8pp | 64.87%-44.5pp | 220.34%-200.0pp |
| Employer contribution / active EE | $3,095 | $4,972-37.7% | $4,294-27.9% | $4,156-25.5% |
| Participant deferral / active EE | $4,853 | $6,888-29.5% | $6,132-20.9% | $6,407-24.2% |
| Admin fee / account holder | $985 | $17,404-94.3% | $14,586-93.2% | $12,270-92.0% |