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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 | $51,548 | $135,956-62.1% | $123,894-58.4% | $273,972-81.2% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 15.83% | 56.63%-40.8pp | 47.52%-31.7pp | 41.46%-25.6pp |
| Employer contribution / active EE | $2,733 | $5,170-47.1% | $4,617-40.8% | $4,869-43.9% |
| Participant deferral / active EE | $4,563 | $6,343-28.1% | $5,984-23.8% | $5,287-13.7% |
| Admin fee / account holder | $5,410 | $9,817-44.9% | $8,357-35.3% | $10,133-46.6% |