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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 | $49,976+9.1% | $66,674-18.2% | $82,637-34.0% |
| Participation rate | 96.9% | 63.1%+33.8pp | 73.7%+23.2pp | 68.1%+28.8pp |
| Annual return | 16.94% | 39.09%-22.1pp | 321.24%-304.3pp | 53.51%-36.6pp |
| Employer contribution / active EE | $2,759 | $1,988+38.8% | $2,620+5.3% | $2,552+8.1% |
| Participant deferral / active EE | $7,652 | $2,847+168.8% | $4,084+87.4% | $4,126+85.4% |
| Admin fee / account holder | $1,334 | $4,594-71.0% | $5,098-73.8% | $7,339-81.8% |