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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 | $89,847 | $154,228-41.7% | $145,433-38.2% | $137,256-34.5% |
| Participation rate | 94.7% | 83.8%+10.9pp | 82.1%+12.6pp | 80.0%+14.8pp |
| Annual return | 14.05% | 74.59%-60.5pp | 66.58%-52.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,815 | $4,804-41.4% | $4,554-38.2% | $4,156-32.3% |
| Participant deferral / active EE | $4,133 | $8,216-49.7% | $7,897-47.7% | $6,407-35.5% |
| Admin fee / account holder | $17,860 | $14,344+24.5% | $13,129+36.0% | $12,270+45.6% |