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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 | $111,535-33.8% | $105,223-29.8% | $137,256-46.2% |
| Participation rate | 81.3% | 78.1%+3.2pp | 75.0%+6.2pp | 80.0%+1.3pp |
| Annual return | 18.76% | 237.85%-219.1pp | 180.65%-161.9pp | 220.34%-201.6pp |
| Employer contribution / active EE | $1,824 | $3,939-53.7% | $3,689-50.5% | $4,156-56.1% |
| Participant deferral / active EE | $5,977 | $5,500+8.7% | $5,072+17.8% | $6,407-6.7% |
| Admin fee / account holder | $1,387 | $9,721-85.7% | $8,859-84.3% | $12,270-88.7% |