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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 | $51,171 | $162,136-68.4% | $152,301-66.4% | $154,746-66.9% |
| Participation rate | 91.7% | 84.1%+7.6pp | 82.4%+9.2pp | 80.7%+11.0pp |
| Annual return | 13.78% | 91.02%-77.2pp | 80.50%-66.7pp | 172.34%-158.6pp |
| Employer contribution / active EE | $3,306 | $4,890-32.4% | $4,624-28.5% | $4,379-24.5% |
| Participant deferral / active EE | $8,632 | $8,341+3.5% | $8,004+7.9% | $6,730+28.3% |
| Admin fee / account holder | $6,797 | $15,759-56.9% | $14,398-52.8% | $14,365-52.7% |