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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 | $22,891 | $69,137-66.9% | $182,153-87.4% | $94,015-75.7% |
| Participation rate | 77.1% | 59.6%+17.5pp | 65.7%+11.4pp | 70.8%+6.3pp |
| Annual return | 46.35% | 21.34%+25.0pp | 35.04%+11.3pp | 17.84%+28.5pp |
| Employer contribution / active EE | $2,080 | $2,152-3.3% | $2,593-19.8% | $2,790-25.4% |
| Participant deferral / active EE | $5,091 | $2,665+91.1% | $3,776+34.8% | $4,249+19.8% |
| Admin fee / account holder | $1,981 | $11,615-82.9% | $9,477-79.1% | $8,951-77.9% |