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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 | $43,935 | $157,296-72.1% | $141,191-68.9% | $152,897-71.3% |
| Participation rate | 95.8% | 84.8%+11.0pp | 82.5%+13.4pp | 82.5%+13.4pp |
| Annual return | 17.75% | 64.34%-46.6pp | 71.41%-53.7pp | 345.43%-327.7pp |
| Employer contribution / active EE | $2,439 | $5,262-53.6% | $4,736-48.5% | $4,764-48.8% |
| Participant deferral / active EE | $2,845 | $7,111-60.0% | $6,710-57.6% | $5,851-51.4% |
| Admin fee / account holder | $7,049 | $12,125-41.9% | $10,264-31.3% | $11,599-39.2% |