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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 | $63,596 | $51,638+23.2% | $68,368-7.0% | $82,448-22.9% |
| Participation rate | 97.7% | 63.6%+34.1pp | 73.8%+23.9pp | 68.1%+29.6pp |
| Annual return | 14.16% | 37.53%-23.4pp | 292.57%-278.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $4,177 | $2,047+104.1% | $2,649+57.7% | $2,551+63.7% |
| Participant deferral / active EE | $5,610 | $2,914+92.5% | $4,123+36.1% | $4,139+35.5% |
| Admin fee / account holder | $5,689 | $4,643+22.5% | $5,150+10.5% | $7,234-21.4% |