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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 | $59,017 | $111,535-47.1% | $105,223-43.9% | $137,256-57.0% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 21.77% | 237.85%-216.1pp | 180.65%-158.9pp | 220.34%-198.6pp |
| Employer contribution / active EE | $2,303 | $3,939-41.5% | $3,689-37.6% | $4,156-44.6% |
| Participant deferral / active EE | $8,373 | $5,500+52.2% | $5,072+65.1% | $6,407+30.7% |
| Admin fee / account holder | $4,447 | $9,721-54.3% | $8,859-49.8% | $12,270-63.8% |