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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 | $65,051 | $111,535-41.7% | $105,223-38.2% | $137,256-52.6% |
| Participation rate | 89.5% | 78.1%+11.4pp | 75.0%+14.4pp | 80.0%+9.5pp |
| Annual return | 11.92% | 237.85%-225.9pp | 180.65%-168.7pp | 220.34%-208.4pp |
| Employer contribution / active EE | $2,003 | $3,939-49.2% | $3,689-45.7% | $4,156-51.8% |
| Participant deferral / active EE | $7,655 | $5,500+39.2% | $5,072+50.9% | $6,407+19.5% |
| Admin fee / account holder | $6,931 | $9,721-28.7% | $8,859-21.8% | $12,270-43.5% |