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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 | $72,764 | $154,228-52.8% | $145,433-50.0% | $137,256-47.0% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 18.08% | 74.59%-56.5pp | 66.58%-48.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,935 | $4,804-59.7% | $4,554-57.5% | $4,156-53.5% |
| Participant deferral / active EE | $7,459 | $8,216-9.2% | $7,897-5.6% | $6,407+16.4% |
| Admin fee / account holder | $458 | $14,344-96.8% | $13,129-96.5% | $12,270-96.3% |