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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 | $49,945 | $157,276-68.2% | $141,177-64.6% | $152,885-67.3% |
| Participation rate | 86.7% | 84.8%+1.8pp | 82.5%+4.2pp | 82.5%+4.2pp |
| Annual return | 25.90% | 64.33%-38.4pp | 71.40%-45.5pp | 345.39%-319.5pp |
| Employer contribution / active EE | $1,935 | $5,262-63.2% | $4,736-59.1% | $4,763-59.4% |
| Participant deferral / active EE | $4,879 | $7,110-31.4% | $6,710-27.3% | $5,851-16.6% |
| Admin fee / account holder | $362 | $12,123-97.0% | $10,263-96.5% | $11,598-96.9% |