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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 | $64,813 | $87,132-25.6% | $105,624-38.6% | $80,959-19.9% |
| Participation rate | 90.3% | 70.4%+19.9pp | 75.3%+15.0pp | 67.7%+22.7pp |
| Annual return | 14.75% | 17.03%-2.3pp | 116.20%-101.5pp | 35.67%-20.9pp |
| Employer contribution / active EE | $5,496 | $2,397+129.3% | $3,168+73.5% | $2,757+99.3% |
| Participant deferral / active EE | $13,129 | $3,985+229.4% | $5,013+161.9% | $4,300+205.3% |
| Admin fee / account holder | $5,115 | $8,449-39.5% | $10,961-53.3% | $6,925-26.1% |