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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 | $50,942 | $78,707-35.3% | $117,861-56.8% | $70,126-27.4% |
| Participation rate | 78.2% | 73.2%+5.0pp | 79.7%-1.5pp | 69.5%+8.6pp |
| Annual return | 16.87% | 23.30%-6.4pp | 335.11%-318.2pp | 73.15%-56.3pp |
| Employer contribution / active EE | $2,709 | $2,223+21.9% | $3,786-28.4% | $2,343+15.7% |
| Participant deferral / active EE | $4,775 | $3,297+44.8% | $4,482+6.5% | $3,332+43.3% |
| Admin fee / account holder | $9,611 | $5,066+89.7% | $8,021+19.8% | $4,645+106.9% |