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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 | $72,202 | $148,623-51.4% | $135,974-46.9% | $139,466-48.2% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 12.79% | 79.30%-66.5pp | 68.30%-55.5pp | 373.66%-360.9pp |
| Employer contribution / active EE | $3,302 | $5,246-37.1% | $4,859-32.0% | $4,754-30.5% |
| Participant deferral / active EE | $8,325 | $8,103+2.7% | $7,760+7.3% | $6,712+24.0% |
| Admin fee / account holder | $316 | $12,406-97.5% | $10,767-97.1% | $11,409-97.2% |