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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 | $63,658 | $156,398-59.3% | $147,318-56.8% | $138,895-54.2% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 20.41% | 78.75%-58.3pp | 70.43%-50.0pp | 145.39%-125.0pp |
| Employer contribution / active EE | $1,577 | $4,853-67.5% | $4,593-65.7% | $4,194-62.4% |
| Participant deferral / active EE | $6,344 | $8,237-23.0% | $7,906-19.8% | $6,396-0.8% |
| Admin fee / account holder | $831 | $14,976-94.5% | $13,708-93.9% | $12,562-93.4% |