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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 | $49,624 | $77,638-36.1% | $156,551-68.3% | $62,881-21.1% |
| Participation rate | 95.1% | 71.2%+23.9pp | 84.0%+11.1pp | 69.3%+25.8pp |
| Annual return | 5.84% | 50.33%-44.5pp | 32.23%-26.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $2,677 | $3,444-22.3% | $5,501-51.3% | $2,281+17.4% |
| Participant deferral / active EE | $2,287 | $3,046-24.9% | $4,871-53.0% | $3,203-28.6% |
| Admin fee / account holder | $5,223 | $5,561-6.1% | $13,028-59.9% | $4,296+21.6% |