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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 | $70,468 | $98,760-28.6% | $149,715-52.9% | $79,858-11.8% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.5%+7.5pp | 69.6%+20.4pp |
| Annual return | 16.10% | 27.43%-11.3pp | 276.66%-260.6pp | 31.72%-15.6pp |
| Employer contribution / active EE | $4,337 | $3,217+34.8% | $4,645-6.6% | $2,471+75.5% |
| Participant deferral / active EE | $5,411 | $5,681-4.8% | $6,842-20.9% | $3,740+44.7% |
| Admin fee / account holder | $6,327 | $6,053+4.5% | $9,310-32.0% | $5,306+19.2% |