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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 | $51,915 | $89,259-41.8% | $107,187-51.6% | $82,637-37.2% |
| Participation rate | 96.4% | 67.9%+28.5pp | 75.0%+21.4pp | 68.1%+28.4pp |
| Annual return | 18.27% | 21.02%-2.8pp | 204.55%-186.3pp | 53.51%-35.2pp |
| Employer contribution / active EE | $1,951 | $3,080-36.6% | $3,782-48.4% | $2,552-23.5% |
| Participant deferral / active EE | $4,560 | $4,037+12.9% | $5,096-10.5% | $4,126+10.5% |
| Admin fee / account holder | $4,542 | $7,381-38.5% | $9,162-50.4% | $7,339-38.1% |