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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 | $61,752 | $118,877-48.1% | $96,570-36.1% | $167,536-63.1% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.8%+17.7pp | 82.1%+5.4pp |
| Annual return | 13.86% | 50.50%-36.6pp | 37.79%-23.9pp | 478.82%-465.0pp |
| Employer contribution / active EE | $2,396 | $3,121-23.2% | $2,357+1.6% | $4,839-50.5% |
| Participant deferral / active EE | $5,672 | $4,617+22.9% | $3,849+47.3% | $6,342-10.6% |
| Admin fee / account holder | $815 | $8,069-89.9% | $6,182-86.8% | $12,315-93.4% |