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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 | $73,834 | $129,737-43.1% | $119,126-38.0% | $154,746-52.3% |
| Participation rate | 81.3% | 78.9%+2.4pp | 75.8%+5.5pp | 80.7%+0.5pp |
| Annual return | 18.76% | 379.08%-360.3pp | 282.11%-263.3pp | 172.34%-153.6pp |
| Employer contribution / active EE | $1,824 | $4,375-58.3% | $4,034-54.8% | $4,379-58.3% |
| Participant deferral / active EE | $5,977 | $5,842+2.3% | $5,318+12.4% | $6,730-11.2% |
| Admin fee / account holder | $1,387 | $11,961-88.4% | $10,693-87.0% | $14,365-90.3% |