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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 | $59,631 | $51,638+15.5% | $68,368-12.8% | $82,448-27.7% |
| Participation rate | 96.7% | 63.6%+33.1pp | 73.8%+22.9pp | 68.1%+28.6pp |
| Annual return | 17.25% | 37.53%-20.3pp | 292.57%-275.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $2,974 | $2,047+45.3% | $2,649+12.3% | $2,551+16.6% |
| Participant deferral / active EE | $5,057 | $2,914+73.6% | $4,123+22.7% | $4,139+22.2% |
| Admin fee / account holder | $751 | $4,643-83.8% | $5,150-85.4% | $7,234-89.6% |