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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 | $57,458 | $61,125-6.0% | $94,057-38.9% | $87,485-34.3% |
| Participation rate | 96.2% | 64.1%+32.1pp | 73.3%+22.8pp | 68.9%+27.2pp |
| Annual return | 16.77% | 35.20%-18.4pp | 480.62%-463.8pp | 26.06%-9.3pp |
| Employer contribution / active EE | $5,574 | $2,136+160.9% | $2,933+90.0% | $2,596+114.7% |
| Participant deferral / active EE | $5,453 | $3,260+67.3% | $4,709+15.8% | $4,274+27.6% |
| Admin fee / account holder | $7,143 | $5,629+26.9% | $7,244-1.4% | $7,775-8.1% |