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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 | $43,900 | $157,304-72.1% | $141,197-68.9% | $152,909-71.3% |
| Participation rate | 86.7% | 84.8%+1.8pp | 82.5%+4.2pp | 82.5%+4.2pp |
| Annual return | 25.90% | 64.34%-38.4pp | 71.41%-45.5pp | 345.46%-319.6pp |
| Employer contribution / active EE | $1,951 | $5,263-62.9% | $4,736-58.8% | $4,764-59.1% |
| Participant deferral / active EE | $6,964 | $7,111-2.1% | $6,710+3.8% | $5,851+19.0% |
| Admin fee / account holder | $310 | $12,126-97.4% | $10,265-97.0% | $11,601-97.3% |