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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 | $36,403 | $162,136-77.5% | $152,301-76.1% | $154,746-76.5% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 20.62% | 91.02%-70.4pp | 80.50%-59.9pp | 172.34%-151.7pp |
| Employer contribution / active EE | $2,404 | $4,890-50.9% | $4,624-48.0% | $4,379-45.1% |
| Participant deferral / active EE | $3,272 | $8,341-60.8% | $8,004-59.1% | $6,730-51.4% |
| Admin fee / account holder | $1,401 | $15,759-91.1% | $14,398-90.3% | $14,365-90.2% |