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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 | $53,583 | $114,013-53.0% | $103,693-48.3% | $155,188-65.5% |
| Participation rate | 73.9% | 75.2%-1.3pp | 72.6%+1.3pp | 80.8%-6.9pp |
| Annual return | 16.41% | 49.31%-32.9pp | 47.61%-31.2pp | 148.84%-132.4pp |
| Employer contribution / active EE | $3,919 | $3,131+25.2% | $2,920+34.2% | $4,248-7.7% |
| Participant deferral / active EE | $8,800 | $4,970+77.1% | $4,579+92.2% | $6,531+34.7% |
| Admin fee / account holder | $12,214 | $8,407+45.3% | $7,858+55.4% | $14,480-15.6% |