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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 | $50,892 | $98,766-48.5% | $149,730-66.0% | $79,852-36.3% |
| Participation rate | 80.9% | 75.8%+5.1pp | 82.5%-1.6pp | 69.6%+11.2pp |
| Annual return | 26.30% | 27.43%-1.1pp | 276.70%-250.4pp | 31.72%-5.4pp |
| Employer contribution / active EE | $3,054 | $3,217-5.1% | $4,645-34.3% | $2,471+23.6% |
| Participant deferral / active EE | $6,967 | $5,681+22.6% | $6,843+1.8% | $3,740+86.3% |
| Admin fee / account holder | $1,308 | $6,052-78.4% | $9,310-86.0% | $5,306-75.4% |