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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 | $66,302 | $78,707-15.8% | $117,861-43.7% | $70,126-5.5% |
| Participation rate | 84.2% | 73.2%+11.0pp | 79.7%+4.5pp | 69.5%+14.7pp |
| Annual return | 19.49% | 23.30%-3.8pp | 335.11%-315.6pp | 73.15%-53.7pp |
| Employer contribution / active EE | $2,893 | $2,223+30.1% | $3,786-23.6% | $2,343+23.5% |
| Participant deferral / active EE | $6,186 | $3,297+87.6% | $4,482+38.0% | $3,332+85.7% |
| Admin fee / account holder | $2,073 | $5,066-59.1% | $8,021-74.2% | $4,645-55.4% |