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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 | $54,980 | $114,013-51.8% | $103,693-47.0% | $155,188-64.6% |
| Participation rate | 92.9% | 75.2%+17.7pp | 72.6%+20.2pp | 80.8%+12.1pp |
| Annual return | 17.59% | 49.31%-31.7pp | 47.61%-30.0pp | 148.84%-131.3pp |
| Employer contribution / active EE | $3,069 | $3,131-2.0% | $2,920+5.1% | $4,248-27.8% |
| Participant deferral / active EE | $4,469 | $4,970-10.1% | $4,579-2.4% | $6,531-31.6% |
| Admin fee / account holder | $56,508 | $8,407+572.2% | $7,858+619.1% | $14,480+290.3% |