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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 | $80,858 | $119,143-32.1% | $88,632-8.8% | $152,909-47.1% |
| Participation rate | 83.3% | 73.4%+9.9pp | 68.8%+14.6pp | 82.5%+0.9pp |
| Annual return | 14.72% | 48.12%-33.4pp | 43.75%-29.0pp | 345.46%-330.7pp |
| Employer contribution / active EE | $1,413 | $2,675-47.2% | $2,101-32.8% | $4,764-70.3% |
| Participant deferral / active EE | $3,628 | $3,555+2.0% | $2,917+24.4% | $5,851-38.0% |
| Admin fee / account holder | $875 | $5,875-85.1% | $4,308-79.7% | $11,601-92.5% |