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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 | $42,222 | $50,554-16.5% | $67,681-37.6% | $87,485-51.7% |
| Participation rate | 96.7% | 67.7%+28.9pp | 73.7%+22.9pp | 68.9%+27.7pp |
| Annual return | 14.67% | 17.81%-3.1pp | 590.58%-575.9pp | 26.06%-11.4pp |
| Employer contribution / active EE | $1,870 | $1,988-6.0% | $2,678-30.2% | $2,596-28.0% |
| Participant deferral / active EE | $4,170 | $2,961+40.8% | $3,976+4.9% | $4,274-2.4% |
| Admin fee / account holder | $5,775 | $4,132+39.8% | $6,100-5.3% | $7,775-25.7% |