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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 | $100,175 | $117,904-15.0% | $102,457-2.2% | $145,978-31.4% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 15.04% | 31.80%-16.8pp | 29.41%-14.4pp | 550.52%-535.5pp |
| Employer contribution / active EE | $3,994 | $3,613+10.5% | $3,022+32.2% | $4,662-14.3% |
| Participant deferral / active EE | $4,364 | $5,733-23.9% | $5,054-13.7% | $6,690-34.8% |
| Admin fee / account holder | $5,595 | $13,329-58.0% | $9,451-40.8% | $13,400-58.2% |