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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 | $58,548 | $172,111-66.0% | $150,298-61.0% | $137,256-57.3% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 22.17% | 69.37%-47.2pp | 62.79%-40.6pp | 220.34%-198.2pp |
| Employer contribution / active EE | $2,949 | $4,636-36.4% | $4,154-29.0% | $4,156-29.0% |
| Participant deferral / active EE | $4,694 | $6,166-23.9% | $5,453-13.9% | $6,407-26.7% |
| Admin fee / account holder | $1,196 | $16,471-92.7% | $14,116-91.5% | $12,270-90.3% |