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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 | $71,977 | $114,119-36.9% | $107,187-32.8% | $138,895-48.2% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.0%+15.9pp | 79.9%+11.0pp |
| Annual return | 15.17% | 273.21%-258.0pp | 204.55%-189.4pp | 145.39%-130.2pp |
| Employer contribution / active EE | $2,798 | $4,059-31.1% | $3,782-26.0% | $4,194-33.3% |
| Participant deferral / active EE | $3,986 | $5,538-28.0% | $5,096-21.8% | $6,396-37.7% |
| Admin fee / account holder | $5,492 | $10,024-45.2% | $9,162-40.1% | $12,562-56.3% |