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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 | $42,727 | $156,398-72.7% | $147,318-71.0% | $138,895-69.2% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 14.76% | 78.75%-64.0pp | 70.43%-55.7pp | 145.39%-130.6pp |
| Employer contribution / active EE | $2,632 | $4,853-45.8% | $4,593-42.7% | $4,194-37.3% |
| Participant deferral / active EE | $5,152 | $8,237-37.5% | $7,906-34.8% | $6,396-19.5% |
| Admin fee / account holder | $439 | $14,976-97.1% | $13,708-96.8% | $12,562-96.5% |