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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 | $58,068 | $125,778-53.8% | $114,563-49.3% | $154,746-62.5% |
| Participation rate | 86.7% | 75.2%+11.5pp | 72.9%+13.8pp | 80.7%+6.0pp |
| Annual return | 17.21% | 295.14%-277.9pp | 241.09%-223.9pp | 172.34%-155.1pp |
| Employer contribution / active EE | $3,060 | $2,806+9.1% | $2,592+18.1% | $4,379-30.1% |
| Participant deferral / active EE | $5,287 | $4,445+19.0% | $4,142+27.7% | $6,730-21.4% |
| Admin fee / account holder | $5,138 | $8,190-37.3% | $7,623-32.6% | $14,365-64.2% |