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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 | $54,548 | $51,638+5.6% | $68,368-20.2% | $82,448-33.8% |
| Participation rate | 96.9% | 63.6%+33.3pp | 73.8%+23.1pp | 68.1%+28.8pp |
| Annual return | 16.94% | 37.53%-20.6pp | 292.57%-275.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $2,759 | $2,047+34.8% | $2,649+4.2% | $2,551+8.2% |
| Participant deferral / active EE | $7,652 | $2,914+162.6% | $4,123+85.6% | $4,139+84.9% |
| Admin fee / account holder | $1,334 | $4,643-71.3% | $5,150-74.1% | $7,234-81.6% |