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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 | $53,881 | $172,111-68.7% | $150,298-64.2% | $137,256-60.7% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 16.25% | 69.37%-53.1pp | 62.79%-46.5pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,301 | $4,636-71.9% | $4,154-68.7% | $4,156-68.7% |
| Participant deferral / active EE | $5,568 | $6,166-9.7% | $5,453+2.1% | $6,407-13.1% |
| Admin fee / account holder | $2,930 | $16,471-82.2% | $14,116-79.2% | $12,270-76.1% |