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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 | $56,509 | $165,381-65.8% | $149,730-62.3% | $158,966-64.5% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 15.27% | 348.29%-333.0pp | 276.70%-261.4pp | 302.95%-287.7pp |
| Employer contribution / active EE | $1,254 | $5,104-75.4% | $4,645-73.0% | $4,762-73.7% |
| Participant deferral / active EE | $2,844 | $7,182-60.4% | $6,843-58.4% | $5,983-52.5% |
| Admin fee / account holder | $586 | $10,809-94.6% | $9,310-93.7% | $11,250-94.8% |