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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 | $49,953 | $185,312-73.0% | $161,489-69.1% | $154,746-67.7% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 13.44% | 103.84%-90.4pp | 89.72%-76.3pp | 172.34%-158.9pp |
| Employer contribution / active EE | $2,910 | $4,769-39.0% | $4,268-31.8% | $4,379-33.5% |
| Participant deferral / active EE | $3,890 | $6,350-38.7% | $5,630-30.9% | $6,730-42.2% |
| Admin fee / account holder | $441 | $18,654-97.6% | $16,006-97.2% | $14,365-96.9% |