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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 | $139,948-65.9% | $121,663-60.8% | $154,746-69.1% |
| Participation rate | 94.4% | 78.0%+16.4pp | 74.5%+20.0pp | 80.7%+13.7pp |
| Annual return | 16.07% | 230.52%-214.4pp | 147.54%-131.5pp | 172.34%-156.3pp |
| Employer contribution / active EE | $6,611 | $3,521+87.8% | $3,020+118.9% | $4,379+51.0% |
| Participant deferral / active EE | $2,378 | $5,629-57.7% | $4,887-51.3% | $6,730-64.7% |
| Admin fee / account holder | $3,192 | $17,321-81.6% | $14,289-77.7% | $14,365-77.8% |