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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 | $65,860 | $95,406-31.0% | $185,849-64.6% | $85,847-23.3% |
| Participation rate | 92.0% | 68.8%+23.2pp | 81.7%+10.3pp | 69.3%+22.7pp |
| Annual return | 14.52% | 23.59%-9.1pp | 122.10%-107.6pp | 318.61%-304.1pp |
| Employer contribution / active EE | $3,020 | $3,314-8.9% | $5,169-41.6% | $2,565+17.7% |
| Participant deferral / active EE | $4,012 | $3,424+17.2% | $5,569-28.0% | $3,952+1.5% |
| Admin fee / account holder | $5,141 | $7,214-28.7% | $16,244-68.4% | $6,261-17.9% |