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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 | $155,555-59.1% | $146,866-56.7% | $155,188-59.0% |
| Participation rate | 85.7% | 84.0%+1.8pp | 82.5%+3.2pp | 80.8%+4.9pp |
| Annual return | 20.41% | 115.41%-95.0pp | 102.85%-82.4pp | 148.84%-128.4pp |
| Employer contribution / active EE | $1,577 | $4,647-66.1% | $4,425-64.4% | $4,248-62.9% |
| Participant deferral / active EE | $6,344 | $8,044-21.1% | $7,759-18.2% | $6,531-2.9% |
| Admin fee / account holder | $831 | $14,755-94.4% | $13,620-93.9% | $14,480-94.3% |