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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 | $46,036 | $48,078-4.2% | $78,676-41.5% | $62,881-26.8% |
| Participation rate | 96.7% | 65.2%+31.5pp | 73.6%+23.1pp | 69.3%+27.4pp |
| Annual return | 8.52% | 31.36%-22.8pp | 62.19%-53.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $4,376 | $2,015+117.2% | $2,850+53.6% | $2,281+91.9% |
| Participant deferral / active EE | $6,429 | $2,587+148.5% | $3,517+82.8% | $3,203+100.7% |
| Admin fee / account holder | $7,096 | $3,206+121.3% | $4,510+57.3% | $4,296+65.2% |