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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 | $56,028 | $77,638-27.8% | $156,551-64.2% | $62,881-10.9% |
| Participation rate | 82.3% | 71.2%+11.1pp | 84.0%-1.7pp | 69.3%+13.0pp |
| Annual return | 19.77% | 50.33%-30.6pp | 32.23%-12.5pp | 20.14%-0.4pp |
| Employer contribution / active EE | $8,228 | $3,444+138.9% | $5,501+49.6% | $2,281+260.7% |
| Participant deferral / active EE | $3,075 | $3,046+1.0% | $4,871-36.9% | $3,203-4.0% |
| Admin fee / account holder | $972 | $5,561-82.5% | $13,028-92.5% | $4,296-77.4% |