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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 | $86,974 | $165,912-47.6% | $122,342-28.9% | $147,585-41.1% |
| Participation rate | 88.9% | 79.6%+9.3pp | 71.6%+17.2pp | 82.8%+6.1pp |
| Annual return | 38.19% | 34.55%+3.6pp | 30.28%+7.9pp | 578.57%-540.4pp |
| Employer contribution / active EE | $3,267 | $5,754-43.2% | $4,051-19.3% | $4,876-33.0% |
| Participant deferral / active EE | $5,292 | $4,005+32.1% | $3,287+61.0% | $5,439-2.7% |
| Admin fee / account holder | $1,888 | $7,424-74.6% | $5,478-65.5% | $10,885-82.7% |