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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 | $114,119-48.3% | $107,187-44.9% | $138,895-57.5% |
| Participation rate | 83.3% | 78.1%+5.3pp | 75.0%+8.3pp | 79.9%+3.4pp |
| Annual return | 21.77% | 273.21%-251.4pp | 204.55%-182.8pp | 145.39%-123.6pp |
| Employer contribution / active EE | $2,303 | $4,059-43.3% | $3,782-39.1% | $4,194-45.1% |
| Participant deferral / active EE | $8,373 | $5,538+51.2% | $5,096+64.3% | $6,396+30.9% |
| Admin fee / account holder | $4,447 | $10,024-55.6% | $9,162-51.5% | $12,562-64.6% |