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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 | $37,447 | $178,174-79.0% | $156,181-76.0% | $137,256-72.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 22.53% | 84.19%-61.7pp | 64.87%-42.3pp | 220.34%-197.8pp |
| Employer contribution / active EE | $4,620 | $4,972-7.1% | $4,294+7.6% | $4,156+11.2% |
| Participant deferral / active EE | $5,826 | $6,888-15.4% | $6,132-5.0% | $6,407-9.1% |
| Admin fee / account holder | $1,069 | $17,404-93.9% | $14,586-92.7% | $12,270-91.3% |