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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 | $29,718 | $178,174-83.3% | $156,181-81.0% | $137,256-78.3% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.8%+10.1pp | 80.0%+8.9pp |
| Annual return | 24.28% | 84.19%-59.9pp | 64.87%-40.6pp | 220.34%-196.1pp |
| Employer contribution / active EE | $2,378 | $4,972-52.2% | $4,294-44.6% | $4,156-42.8% |
| Participant deferral / active EE | $9,071 | $6,888+31.7% | $6,132+47.9% | $6,407+41.6% |
| Admin fee / account holder | $318 | $17,404-98.2% | $14,586-97.8% | $12,270-97.4% |