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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 | $77,889 | $180,028-56.7% | $138,135-43.6% | $158,982-51.0% |
| Participation rate | 95.8% | 82.2%+13.6pp | 78.7%+17.1pp | 82.0%+13.9pp |
| Annual return | 17.98% | 21.68%-3.7pp | 20.51%-2.5pp | 302.99%-285.0pp |
| Employer contribution / active EE | $2,352 | $7,470-68.5% | $5,587-57.9% | $4,763-50.6% |
| Participant deferral / active EE | $10,395 | $7,717+34.7% | $6,431+61.6% | $5,983+73.7% |
| Admin fee / account holder | $4,031 | $17,912-77.5% | $11,856-66.0% | $11,252-64.2% |