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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 | $48,517 | $48,078+0.9% | $78,676-38.3% | $62,881-22.8% |
| Participation rate | 96.7% | 65.2%+31.5pp | 73.6%+23.1pp | 69.3%+27.4pp |
| Annual return | 6.79% | 31.36%-24.6pp | 62.19%-55.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $4,063 | $2,015+101.7% | $2,850+42.6% | $2,281+78.1% |
| Participant deferral / active EE | $5,366 | $2,587+107.4% | $3,517+52.6% | $3,203+67.5% |
| Admin fee / account holder | $28,253 | $3,206+781.3% | $4,510+526.5% | $4,296+557.7% |