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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 | $30,581 | $98,776-69.0% | $149,745-79.6% | $79,856-61.7% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.5%+5.5pp | 69.6%+18.4pp |
| Annual return | 34.94% | 27.38%+7.6pp | 276.72%-241.8pp | 31.71%+3.2pp |
| Employer contribution / active EE | $815 | $3,217-74.7% | $4,646-82.5% | $2,471-67.0% |
| Participant deferral / active EE | $5,659 | $5,681-0.4% | $6,843-17.3% | $3,741+51.3% |
| Admin fee / account holder | $1,008 | $6,053-83.3% | $9,312-89.2% | $5,306-81.0% |