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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 | $54,632 | $183,627-70.2% | $155,602-64.9% | $145,978-62.6% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 57.51% | 61.32%-3.8pp | 64.81%-7.3pp | 550.52%-493.0pp |
| Employer contribution / active EE | $2,122 | $5,316-60.1% | $4,675-54.6% | $4,662-54.5% |
| Participant deferral / active EE | $5,814 | $6,466-10.1% | $5,629+3.3% | $6,690-13.1% |
| Admin fee / account holder | $3,275 | $19,327-83.1% | $15,923-79.4% | $13,400-75.6% |