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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 | $82,274 | $172,111-52.2% | $150,298-45.3% | $137,256-40.1% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 16.34% | 69.37%-53.0pp | 62.79%-46.4pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,525 | $4,636-45.5% | $4,154-39.2% | $4,156-39.2% |
| Participant deferral / active EE | $7,414 | $6,166+20.2% | $5,453+36.0% | $6,407+15.7% |
| Admin fee / account holder | $645 | $16,471-96.1% | $14,116-95.4% | $12,270-94.7% |