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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 | $61,125-2.4% | $94,057-36.6% | $87,485-31.8% |
| Participation rate | 96.7% | 64.1%+32.6pp | 73.3%+23.3pp | 68.9%+27.7pp |
| Annual return | 17.25% | 35.20%-17.9pp | 480.62%-463.4pp | 26.06%-8.8pp |
| Employer contribution / active EE | $2,974 | $2,136+39.2% | $2,933+1.4% | $2,596+14.6% |
| Participant deferral / active EE | $5,057 | $3,260+55.1% | $4,709+7.4% | $4,274+18.3% |
| Admin fee / account holder | $751 | $5,629-86.6% | $7,244-89.6% | $7,775-90.3% |