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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 | $54,508 | $91,559-40.5% | $133,959-59.3% | $79,858-31.7% |
| Participation rate | 88.0% | 73.3%+14.7pp | 79.8%+8.2pp | 69.6%+18.4pp |
| Annual return | 19.19% | 61.85%-42.7pp | 45.09%-25.9pp | 31.72%-12.5pp |
| Employer contribution / active EE | $1,629 | $2,384-31.7% | $3,919-58.4% | $2,471-34.1% |
| Participant deferral / active EE | $2,440 | $3,734-34.7% | $5,047-51.7% | $3,740-34.8% |
| Admin fee / account holder | $306 | $6,321-95.2% | $8,928-96.6% | $5,306-94.2% |