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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 | $51,224 | $77,638-34.0% | $156,551-67.3% | $62,881-18.5% |
| Participation rate | 93.1% | 71.2%+21.9pp | 84.0%+9.1pp | 69.3%+23.8pp |
| Annual return | 7.99% | 50.33%-42.3pp | 32.23%-24.2pp | 20.14%-12.2pp |
| Employer contribution / active EE | $2,161 | $3,444-37.2% | $5,501-60.7% | $2,281-5.3% |
| Participant deferral / active EE | $4,416 | $3,046+45.0% | $4,871-9.3% | $3,203+37.9% |
| Admin fee / account holder | $1,548 | $5,561-72.2% | $13,028-88.1% | $4,296-64.0% |