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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 | $101,922 | $154,228-33.9% | $145,433-29.9% | $137,256-25.7% |
| Participation rate | 92.3% | 83.8%+8.5pp | 82.1%+10.2pp | 80.0%+12.3pp |
| Annual return | 21.27% | 74.59%-53.3pp | 66.58%-45.3pp | 220.34%-199.1pp |
| Employer contribution / active EE | $2,589 | $4,804-46.1% | $4,554-43.1% | $4,156-37.7% |
| Participant deferral / active EE | $18,024 | $8,216+119.4% | $7,897+128.2% | $6,407+181.3% |
| Admin fee / account holder | $898 | $14,344-93.7% | $13,129-93.2% | $12,270-92.7% |