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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 | $56,012 | $181,062-69.1% | $158,223-64.6% | $155,188-63.9% |
| Participation rate | 88.9% | 82.7%+6.2pp | 79.2%+9.7pp | 80.8%+8.1pp |
| Annual return | 15.45% | 57.39%-41.9pp | 52.09%-36.6pp | 148.84%-133.4pp |
| Employer contribution / active EE | $1,530 | $4,565-66.5% | $4,109-62.8% | $4,248-64.0% |
| Participant deferral / active EE | $6,065 | $6,134-1.1% | $5,467+10.9% | $6,531-7.1% |
| Admin fee / account holder | $558 | $18,825-97.0% | $16,047-96.5% | $14,480-96.1% |