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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 | $25,523 | $211,224-87.9% | $178,505-85.7% | $145,897-82.5% |
| Participation rate | 93.8% | 80.8%+12.9pp | 77.1%+16.6pp | 80.3%+13.4pp |
| Annual return | 14.71% | 30.28%-15.6pp | 27.16%-12.4pp | 552.29%-537.6pp |
| Employer contribution / active EE | $2,594 | $4,577-43.3% | $3,955-34.4% | $4,663-44.4% |
| Participant deferral / active EE | $3,882 | $6,966-44.3% | $6,280-38.2% | $6,689-42.0% |
| Admin fee / account holder | $1,723 | $12,109-85.8% | $10,428-83.5% | $13,390-87.1% |