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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 | $51,163 | $172,111-70.3% | $150,298-66.0% | $137,256-62.7% |
| Participation rate | 89.5% | 81.7%+7.8pp | 77.8%+11.7pp | 80.0%+9.5pp |
| Annual return | 13.71% | 69.37%-55.7pp | 62.79%-49.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $3,809 | $4,636-17.9% | $4,154-8.3% | $4,156-8.4% |
| Participant deferral / active EE | $4,062 | $6,166-34.1% | $5,453-25.5% | $6,407-36.6% |
| Admin fee / account holder | $2,356 | $16,471-85.7% | $14,116-83.3% | $12,270-80.8% |