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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 | $47,751 | $177,595-73.1% | $148,496-67.8% | $198,609-76.0% |
| Participation rate | 94.4% | 79.3%+15.2pp | 76.0%+18.4pp | 82.4%+12.1pp |
| Annual return | 16.07% | 9.97%+6.1pp | 12.33%+3.7pp | 202.70%-186.6pp |
| Employer contribution / active EE | $6,611 | $4,098+61.3% | $3,497+89.0% | $5,055+30.8% |
| Participant deferral / active EE | $2,378 | $5,539-57.1% | $4,808-50.5% | $6,977-65.9% |
| Admin fee / account holder | $3,192 | $27,010-88.2% | $19,547-83.7% | $19,030-83.2% |