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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 | $34,859 | $154,228-77.4% | $145,433-76.0% | $137,256-74.6% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.5pp | 80.0%+6.7pp |
| Annual return | 22.85% | 74.59%-51.7pp | 66.58%-43.7pp | 220.34%-197.5pp |
| Employer contribution / active EE | $2,810 | $4,804-41.5% | $4,554-38.3% | $4,156-32.4% |
| Participant deferral / active EE | $4,400 | $8,216-46.5% | $7,897-44.3% | $6,407-31.3% |
| Admin fee / account holder | $2,520 | $14,344-82.4% | $13,129-80.8% | $12,270-79.5% |