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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 | $58,142 | $69,118-15.9% | $53,647+8.4% | $138,895-58.1% |
| Participation rate | 80.0% | 64.0%+16.0pp | 56.3%+23.7pp | 79.9%+0.1pp |
| Annual return | 17.27% | 248.26%-231.0pp | 358.33%-341.1pp | 145.39%-128.1pp |
| Employer contribution / active EE | $1,855 | $1,189+55.9% | $962+92.8% | $4,194-55.8% |
| Participant deferral / active EE | $5,230 | $2,274+130.0% | $1,813+188.4% | $6,396-18.2% |
| Admin fee / account holder | $2,869 | $2,724+5.3% | $2,460+16.6% | $12,562-77.2% |