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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 | $35,473 | $185,312-80.9% | $161,489-78.0% | $154,746-77.1% |
| Participation rate | 95.0% | 82.5%+12.5pp | 78.7%+16.3pp | 80.7%+14.3pp |
| Annual return | 13.64% | 103.84%-90.2pp | 89.72%-76.1pp | 172.34%-158.7pp |
| Employer contribution / active EE | $3,943 | $4,769-17.3% | $4,268-7.6% | $4,379-10.0% |
| Participant deferral / active EE | $3,102 | $6,350-51.1% | $5,630-44.9% | $6,730-53.9% |
| Admin fee / account holder | $1,646 | $18,654-91.2% | $16,006-89.7% | $14,365-88.5% |