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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 | $58,459 | $98,776-40.8% | $149,745-61.0% | $79,856-26.8% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.5%+11.3pp | 69.6%+24.1pp |
| Annual return | 18.14% | 27.38%-9.2pp | 276.72%-258.6pp | 31.71%-13.6pp |
| Employer contribution / active EE | $4,173 | $3,217+29.7% | $4,646-10.2% | $2,471+68.9% |
| Participant deferral / active EE | $10,563 | $5,681+85.9% | $6,843+54.4% | $3,741+182.4% |
| Admin fee / account holder | $8,299 | $6,053+37.1% | $9,312-10.9% | $5,306+56.4% |