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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 | $50,108 | $211,288-76.3% | $178,540-71.9% | $145,884-65.7% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 14.36% | 30.27%-15.9pp | 27.15%-12.8pp | 551.85%-537.5pp |
| Employer contribution / active EE | $2,304 | $4,574-49.6% | $3,953-41.7% | $4,662-50.6% |
| Participant deferral / active EE | $8,655 | $6,967+24.2% | $6,281+37.8% | $6,690+29.4% |
| Admin fee / account holder | $1,081 | $12,105-91.1% | $10,424-89.6% | $13,392-91.9% |