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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 | $48,879 | $69,118-29.3% | $53,647-8.9% | $138,895-64.8% |
| Participation rate | 92.3% | 64.0%+28.3pp | 56.3%+36.0pp | 79.9%+12.4pp |
| Annual return | 15.42% | 248.26%-232.8pp | 358.33%-342.9pp | 145.39%-130.0pp |
| Employer contribution / active EE | $8,117 | $1,189+582.4% | $962+743.7% | $4,194+93.5% |
| Participant deferral / active EE | $3,552 | $2,274+56.2% | $1,813+95.9% | $6,396-44.5% |
| Admin fee / account holder | $1,066 | $2,724-60.9% | $2,460-56.7% | $12,562-91.5% |