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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 | $59,058 | $201,344-70.7% | $184,243-67.9% | $145,877-59.5% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 15.00% | 29.01%-14.0pp | 28.82%-13.8pp | 551.28%-536.3pp |
| Employer contribution / active EE | $6,946 | $7,022-1.1% | $6,427+8.1% | $4,663+49.0% |
| Participant deferral / active EE | $13,461 | $9,807+37.3% | $9,132+47.4% | $6,691+101.2% |
| Admin fee / account holder | $2,337 | $16,382-85.7% | $13,914-83.2% | $13,402-82.6% |