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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 | $65,241 | $114,013-42.8% | $103,693-37.1% | $155,188-58.0% |
| Participation rate | 85.0% | 75.2%+9.8pp | 72.6%+12.4pp | 80.8%+4.2pp |
| Annual return | 17.07% | 49.31%-32.2pp | 47.61%-30.5pp | 148.84%-131.8pp |
| Employer contribution / active EE | $1,562 | $3,131-50.1% | $2,920-46.5% | $4,248-63.2% |
| Participant deferral / active EE | $3,946 | $4,970-20.6% | $4,579-13.8% | $6,531-39.6% |
| Admin fee / account holder | $9,292 | $8,407+10.5% | $7,858+18.2% | $14,480-35.8% |