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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 | $52,992 | $165,399-68.0% | $149,745-64.6% | $158,982-66.7% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 16.20% | 348.34%-332.1pp | 276.72%-260.5pp | 302.99%-286.8pp |
| Employer contribution / active EE | $6,623 | $5,105+29.7% | $4,646+42.6% | $4,763+39.1% |
| Participant deferral / active EE | $2,368 | $7,183-67.0% | $6,843-65.4% | $5,983-60.4% |
| Admin fee / account holder | $4,097 | $10,811-62.1% | $9,312-56.0% | $11,252-63.6% |