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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 | $53,497 | $125,190-57.3% | $105,624-49.4% | $145,897-63.3% |
| Participation rate | 92.9% | 77.6%+15.2pp | 75.3%+17.6pp | 80.3%+12.6pp |
| Annual return | 14.29% | 225.22%-210.9pp | 116.20%-101.9pp | 552.29%-538.0pp |
| Employer contribution / active EE | $1,411 | $3,720-62.1% | $3,168-55.5% | $4,663-69.7% |
| Participant deferral / active EE | $6,069 | $5,716+6.2% | $5,013+21.1% | $6,689-9.3% |
| Admin fee / account holder | $710 | $17,138-95.9% | $10,961-93.5% | $13,390-94.7% |