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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 | $51,196 | $172,111-70.3% | $150,298-65.9% | $137,256-62.7% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 14.42% | 69.37%-55.0pp | 62.79%-48.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $11,466 | $4,636+147.3% | $4,154+176.0% | $4,156+175.9% |
| Participant deferral / active EE | $5,868 | $6,166-4.8% | $5,453+7.6% | $6,407-8.4% |
| Admin fee / account holder | $610 | $16,471-96.3% | $14,116-95.7% | $12,270-95.0% |