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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 | $51,638+11.3% | $68,368-16.0% | $82,448-30.3% |
| Participation rate | 96.2% | 63.6%+32.5pp | 73.8%+22.4pp | 68.1%+28.1pp |
| Annual return | 16.77% | 37.53%-20.8pp | 292.57%-275.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $5,574 | $2,047+172.4% | $2,649+110.4% | $2,551+118.5% |
| Participant deferral / active EE | $5,453 | $2,914+87.2% | $4,123+32.3% | $4,139+31.7% |
| Admin fee / account holder | $7,143 | $4,643+53.8% | $5,150+38.7% | $7,234-1.3% |