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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 | $69,059 | $156,398-55.8% | $147,318-53.1% | $138,895-50.3% |
| Participation rate | 81.8% | 83.8%-1.9pp | 82.1%-0.2pp | 79.9%+1.9pp |
| Annual return | 23.48% | 78.75%-55.3pp | 70.43%-46.9pp | 145.39%-121.9pp |
| Employer contribution / active EE | $9,798 | $4,853+101.9% | $4,593+113.3% | $4,194+133.6% |
| Participant deferral / active EE | $8,927 | $8,237+8.4% | $7,906+12.9% | $6,396+39.6% |
| Admin fee / account holder | $1,995 | $14,976-86.7% | $13,708-85.4% | $12,562-84.1% |