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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 | $48,849 | $105,856-53.9% | $90,161-45.8% | $147,586-66.9% |
| Participation rate | 78.6% | 79.7%-1.2pp | 76.9%+1.7pp | 82.8%-4.3pp |
| Annual return | 20.31% | 37.63%-17.3pp | 34.89%-14.6pp | 578.59%-558.3pp |
| Employer contribution / active EE | $2,622 | $4,126-36.5% | $3,318-21.0% | $4,876-46.2% |
| Participant deferral / active EE | $9,012 | $5,733+57.2% | $5,287+70.4% | $5,439+65.7% |
| Admin fee / account holder | $9,136 | $8,046+13.5% | $5,943+53.7% | $10,886-16.1% |