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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 | $26,311 | $209,336-87.4% | $197,124-86.7% | $137,256-80.8% |
| Participation rate | 91.7% | 87.3%+4.4pp | 86.7%+5.0pp | 80.0%+11.7pp |
| Annual return | 16.29% | 48.09%-31.8pp | 44.34%-28.1pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,710 | $6,591-58.9% | $6,227-56.5% | $4,156-34.8% |
| Participant deferral / active EE | $6,084 | $9,614-36.7% | $9,135-33.4% | $6,407-5.0% |
| Admin fee / account holder | $3,505 | $17,308-79.7% | $16,298-78.5% | $12,270-71.4% |