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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 | $59,867 | $97,125-38.4% | $86,233-30.6% | $137,256-56.4% |
| Participation rate | 92.3% | 74.2%+18.1pp | 69.0%+23.3pp | 80.0%+12.3pp |
| Annual return | 20.34% | 74.19%-53.8pp | 61.39%-41.1pp | 220.34%-200.0pp |
| Employer contribution / active EE | $2,934 | $2,841+3.3% | $2,504+17.2% | $4,156-29.4% |
| Participant deferral / active EE | $8,970 | $5,180+73.2% | $4,559+96.8% | $6,407+40.0% |
| Admin fee / account holder | $542 | $9,725-94.4% | $8,342-93.5% | $12,270-95.6% |