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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 | $211,288-87.9% | $178,540-85.7% | $145,884-82.5% |
| Participation rate | 93.8% | 80.8%+12.9pp | 77.1%+16.6pp | 80.3%+13.4pp |
| Annual return | 14.71% | 30.27%-15.6pp | 27.15%-12.4pp | 551.85%-537.1pp |
| Employer contribution / active EE | $2,594 | $4,574-43.3% | $3,953-34.4% | $4,662-44.4% |
| Participant deferral / active EE | $3,882 | $6,967-44.3% | $6,281-38.2% | $6,690-42.0% |
| Admin fee / account holder | $1,723 | $12,105-85.8% | $10,424-83.5% | $13,392-87.1% |