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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 | $31,768 | $154,228-79.4% | $145,433-78.2% | $137,256-76.9% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 13.42% | 74.59%-61.2pp | 66.58%-53.2pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,810 | $4,804-62.3% | $4,554-60.3% | $4,156-56.5% |
| Participant deferral / active EE | $5,425 | $8,216-34.0% | $7,897-31.3% | $6,407-15.3% |
| Admin fee / account holder | $2,393 | $14,344-83.3% | $13,129-81.8% | $12,270-80.5% |