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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 | $41,965 | $174,379-75.9% | $152,093-72.4% | $138,895-69.8% |
| Participation rate | 92.9% | 81.6%+11.2pp | 77.8%+15.1pp | 79.9%+12.9pp |
| Annual return | 12.08% | 74.86%-62.8pp | 66.36%-54.3pp | 145.39%-133.3pp |
| Employer contribution / active EE | $2,951 | $4,652-36.6% | $4,175-29.3% | $4,194-29.6% |
| Participant deferral / active EE | $5,082 | $6,159-17.5% | $5,451-6.8% | $6,396-20.5% |
| Admin fee / account holder | $1,274 | $16,880-92.5% | $14,497-91.2% | $12,562-89.9% |