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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 | $88,506 | $69,274+27.8% | $64,097+38.1% | $139,487-36.5% |
| Participation rate | 92.3% | 75.6%+16.7pp | 72.3%+20.0pp | 80.3%+12.0pp |
| Annual return | 16.81% | 46.00%-29.2pp | 33.75%-16.9pp | 373.84%-357.0pp |
| Employer contribution / active EE | $4,436 | $3,187+39.2% | $2,750+61.3% | $4,755-6.7% |
| Participant deferral / active EE | $2,582 | $4,685-44.9% | $3,881-33.5% | $6,713-61.5% |
| Admin fee / account holder | $4,897 | $4,247+15.3% | $3,070+59.5% | $11,407-57.1% |