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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 | $50,927 | $157,829-67.7% | $136,867-62.8% | $198,609-74.4% |
| Participation rate | 80.0% | 77.2%+2.8pp | 74.5%+5.5pp | 82.4%-2.4pp |
| Annual return | 15.68% | 51.25%-35.6pp | 42.97%-27.3pp | 202.70%-187.0pp |
| Employer contribution / active EE | $1,391 | $3,923-64.5% | $3,547-60.8% | $5,055-72.5% |
| Participant deferral / active EE | $3,668 | $5,463-32.9% | $4,924-25.5% | $6,977-47.4% |
| Admin fee / account holder | $1,725 | $11,107-84.5% | $10,340-83.3% | $19,030-90.9% |