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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 | $79,444 | $77,920+2.0% | $149,723-46.9% | $75,177+5.7% |
| Participation rate | 94.1% | 65.6%+28.5pp | 78.8%+15.3pp | 67.2%+26.9pp |
| Annual return | 14.52% | 31.72%-17.2pp | 134.50%-120.0pp | 160.75%-146.2pp |
| Employer contribution / active EE | $4,163 | $3,138+32.6% | $4,821-13.7% | $2,671+55.8% |
| Participant deferral / active EE | $5,015 | $3,411+47.0% | $5,682-11.8% | $4,126+21.5% |
| Admin fee / account holder | $1,199 | $5,951-79.8% | $13,215-90.9% | $5,651-78.8% |