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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 | $211,239-87.9% | $178,528-85.7% | $145,877-82.5% |
| Participation rate | 93.8% | 80.8%+13.0pp | 77.1%+16.6pp | 80.3%+13.4pp |
| Annual return | 14.71% | 30.22%-15.5pp | 27.11%-12.4pp | 551.28%-536.6pp |
| Employer contribution / active EE | $2,594 | $4,570-43.2% | $3,950-34.3% | $4,663-44.4% |
| Participant deferral / active EE | $3,882 | $6,963-44.2% | $6,278-38.2% | $6,691-42.0% |
| Admin fee / account holder | $1,723 | $12,095-85.8% | $10,419-83.5% | $13,402-87.1% |