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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 | $63,393 | $88,672-28.5% | $105,223-39.8% | $82,448-23.1% |
| Participation rate | 89.4% | 67.9%+21.5pp | 75.0%+14.3pp | 68.1%+21.3pp |
| Annual return | 17.05% | 30.86%-13.8pp | 180.65%-163.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,056 | $3,048-32.5% | $3,689-44.3% | $2,551-19.4% |
| Participant deferral / active EE | $5,925 | $4,036+46.8% | $5,072+16.8% | $4,139+43.1% |
| Admin fee / account holder | $5,177 | $7,146-27.6% | $8,859-41.6% | $7,234-28.4% |