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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 | $32,412 | $172,111-81.2% | $150,298-78.4% | $137,256-76.4% |
| Participation rate | 89.5% | 81.7%+7.8pp | 77.8%+11.7pp | 80.0%+9.5pp |
| Annual return | 71.97% | 69.37%+2.6pp | 62.79%+9.2pp | 220.34%-148.4pp |
| Employer contribution / active EE | $1,519 | $4,636-67.2% | $4,154-63.4% | $4,156-63.5% |
| Participant deferral / active EE | $5,334 | $6,166-13.5% | $5,453-2.2% | $6,407-16.7% |
| Admin fee / account holder | $1,409 | $16,471-91.4% | $14,116-90.0% | $12,270-88.5% |