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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 | $53,735 | $58,828-8.7% | $78,002-31.1% | $62,881-14.5% |
| Participation rate | 90.4% | 71.1%+19.3pp | 75.5%+14.9pp | 69.3%+21.1pp |
| Annual return | 6.82% | 17.16%-10.3pp | 425.99%-419.2pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,924 | $1,672+15.1% | $2,470-22.1% | $2,281-15.6% |
| Participant deferral / active EE | $3,238 | $2,686+20.6% | $3,497-7.4% | $3,203+1.1% |
| Admin fee / account holder | $612 | $4,393-86.1% | $5,481-88.8% | $4,296-85.8% |