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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 | $75,333 | $106,749-29.4% | $145,433-48.2% | $82,448-8.6% |
| Participation rate | 75.0% | 75.6%-0.6pp | 82.1%-7.1pp | 68.1%+6.9pp |
| Annual return | 50.48% | 27.59%+22.9pp | 66.58%-16.1pp | 41.64%+8.8pp |
| Employer contribution / active EE | $3,963 | $3,444+15.1% | $4,554-13.0% | $2,551+55.4% |
| Participant deferral / active EE | $9,437 | $6,519+44.8% | $7,897+19.5% | $4,139+128.0% |
| Admin fee / account holder | $3,150 | $8,390-62.5% | $13,129-76.0% | $7,234-56.5% |