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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 | $56,827 | $90,486-37.2% | $78,676-27.8% | $273,972-79.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.95% | 75.62%-69.7pp | 62.19%-56.2pp | 41.46%-35.5pp |
| Employer contribution / active EE | $1,873 | $3,175-41.0% | $2,850-34.3% | $4,869-61.5% |
| Participant deferral / active EE | $4,148 | $3,901+6.3% | $3,517+17.9% | $5,287-21.5% |
| Admin fee / account holder | $4,892 | $5,263-7.1% | $4,510+8.5% | $10,133-51.7% |