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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 | $10,431 | $111,535-90.6% | $105,223-90.1% | $137,256-92.4% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 21.18% | 237.85%-216.7pp | 180.65%-159.5pp | 220.34%-199.2pp |
| Employer contribution / active EE | $2,129 | $3,939-45.9% | $3,689-42.3% | $4,156-48.8% |
| Participant deferral / active EE | $2,243 | $5,500-59.2% | $5,072-55.8% | $6,407-65.0% |
| Admin fee / account holder | $2,866 | $9,721-70.5% | $8,859-67.6% | $12,270-76.6% |