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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 | $65,142 | $172,111-62.2% | $150,298-56.7% | $137,256-52.5% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 18.19% | 69.37%-51.2pp | 62.79%-44.6pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,076 | $4,636-55.2% | $4,154-50.0% | $4,156-50.1% |
| Participant deferral / active EE | $4,505 | $6,166-26.9% | $5,453-17.4% | $6,407-29.7% |
| Admin fee / account holder | $3,551 | $16,471-78.4% | $14,116-74.8% | $12,270-71.1% |