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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 | $99,772 | $156,398-36.2% | $147,318-32.3% | $138,895-28.2% |
| Participation rate | 95.7% | 83.8%+11.9pp | 82.1%+13.6pp | 79.9%+15.7pp |
| Annual return | 12.53% | 78.75%-66.2pp | 70.43%-57.9pp | 145.39%-132.9pp |
| Employer contribution / active EE | $2,476 | $4,853-49.0% | $4,593-46.1% | $4,194-41.0% |
| Participant deferral / active EE | $8,097 | $8,237-1.7% | $7,906+2.4% | $6,396+26.6% |
| Admin fee / account holder | $1,901 | $14,976-87.3% | $13,708-86.1% | $12,562-84.9% |