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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 | $84,637 | $157,829-46.4% | $136,867-38.2% | $198,609-57.4% |
| Participation rate | 90.5% | 77.2%+13.3pp | 74.5%+15.9pp | 82.4%+8.1pp |
| Annual return | 12.38% | 51.25%-38.9pp | 42.97%-30.6pp | 202.70%-190.3pp |
| Employer contribution / active EE | $2,593 | $3,923-33.9% | $3,547-26.9% | $5,055-48.7% |
| Participant deferral / active EE | $2,764 | $5,463-49.4% | $4,924-43.9% | $6,977-60.4% |
| Admin fee / account holder | $1,331 | $11,107-88.0% | $10,340-87.1% | $19,030-93.0% |