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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 | $49,240 | $54,763-10.1% | $90,324-45.5% | $72,976-32.5% |
| Participation rate | 95.7% | 65.2%+30.6pp | 73.3%+22.5pp | 69.5%+26.3pp |
| Annual return | 21.27% | 30.63%-9.4pp | 78.15%-56.9pp | 81.02%-59.7pp |
| Employer contribution / active EE | $5,813 | $2,093+177.7% | $2,856+103.5% | $2,440+138.2% |
| Participant deferral / active EE | $8,251 | $2,887+185.8% | $3,885+112.4% | $3,608+128.7% |
| Admin fee / account holder | $4,354 | $3,973+9.6% | $5,356-18.7% | $5,124-15.0% |