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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 | $35,146 | $88,672-60.4% | $105,223-66.6% | $82,448-57.4% |
| Participation rate | 94.9% | 67.9%+27.0pp | 75.0%+19.9pp | 68.1%+26.8pp |
| Annual return | 19.43% | 30.86%-11.4pp | 180.65%-161.2pp | 41.64%-22.2pp |
| Employer contribution / active EE | $2,934 | $3,048-3.7% | $3,689-20.4% | $2,551+15.0% |
| Participant deferral / active EE | $4,893 | $4,036+21.2% | $5,072-3.5% | $4,139+18.2% |
| Admin fee / account holder | $5,168 | $7,146-27.7% | $8,859-41.7% | $7,234-28.6% |