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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 | $52,376 | $90,486-42.1% | $78,676-33.4% | $273,972-80.9% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 4.44% | 75.62%-71.2pp | 62.19%-57.7pp | 41.46%-37.0pp |
| Employer contribution / active EE | $1,345 | $3,175-57.6% | $2,850-52.8% | $4,869-72.4% |
| Participant deferral / active EE | $1,345 | $3,901-65.5% | $3,517-61.8% | $5,287-74.6% |
| Admin fee / account holder | $338 | $5,263-93.6% | $4,510-92.5% | $10,133-96.7% |