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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 | $55,454 | $69,248-19.9% | $64,101-13.5% | $139,466-60.2% |
| Participation rate | 87.5% | 75.6%+11.9pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 17.82% | 45.95%-28.1pp | 33.72%-15.9pp | 373.66%-355.8pp |
| Employer contribution / active EE | $4,434 | $3,185+39.2% | $2,749+61.3% | $4,754-6.7% |
| Participant deferral / active EE | $9,162 | $4,682+95.7% | $3,881+136.1% | $6,712+36.5% |
| Admin fee / account holder | $4,511 | $4,247+6.2% | $3,070+46.9% | $11,409-60.5% |