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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 | $61,353 | $117,895-48.0% | $102,460-40.1% | $145,897-57.9% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 21.11% | 31.92%-10.8pp | 29.47%-8.4pp | 552.29%-531.2pp |
| Employer contribution / active EE | $2,428 | $3,619-32.9% | $3,025-19.8% | $4,663-47.9% |
| Participant deferral / active EE | $12,310 | $5,736+114.6% | $5,056+143.5% | $6,689+84.0% |
| Admin fee / account holder | $490 | $13,353-96.3% | $9,460-94.8% | $13,390-96.3% |