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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 | $58,134 | $88,672-34.4% | $105,223-44.8% | $82,448-29.5% |
| Participation rate | 83.9% | 67.9%+15.9pp | 75.0%+8.8pp | 68.1%+15.8pp |
| Annual return | 18.52% | 30.86%-12.3pp | 180.65%-162.1pp | 41.64%-23.1pp |
| Employer contribution / active EE | $2,551 | $3,048-16.3% | $3,689-30.8% | $2,5510% |
| Participant deferral / active EE | $4,282 | $4,036+6.1% | $5,072-15.6% | $4,139+3.4% |
| Admin fee / account holder | $1,341 | $7,146-81.2% | $8,859-84.9% | $7,234-81.5% |