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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 | $82,536 | $154,228-46.5% | $145,433-43.2% | $137,256-39.9% |
| Participation rate | 81.3% | 83.8%-2.5pp | 82.1%-0.9pp | 80.0%+1.3pp |
| Annual return | 17.08% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $2,914 | $4,804-39.3% | $4,554-36.0% | $4,156-29.9% |
| Participant deferral / active EE | $6,188 | $8,216-24.7% | $7,897-21.6% | $6,407-3.4% |
| Admin fee / account holder | $1,592 | $14,344-88.9% | $13,129-87.9% | $12,270-87.0% |