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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 | $58,712 | $98,776-40.6% | $149,745-60.8% | $79,856-26.5% |
| Participation rate | 82.8% | 75.8%+7.0pp | 82.5%+0.3pp | 69.6%+13.1pp |
| Annual return | 25.36% | 27.38%-2.0pp | 276.72%-251.4pp | 31.71%-6.3pp |
| Employer contribution / active EE | $2,083 | $3,217-35.2% | $4,646-55.2% | $2,471-15.7% |
| Participant deferral / active EE | $2,876 | $5,681-49.4% | $6,843-58.0% | $3,741-23.1% |
| Admin fee / account holder | $5,986 | $6,053-1.1% | $9,312-35.7% | $5,306+12.8% |