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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 | $82,289 | $156,616-47.5% | $133,346-38.3% | $198,609-58.6% |
| Participation rate | 94.4% | 77.7%+16.7pp | 72.8%+21.6pp | 82.4%+12.1pp |
| Annual return | 14.13% | 44.25%-30.1pp | 36.85%-22.7pp | 202.70%-188.6pp |
| Employer contribution / active EE | $2,179 | $3,368-35.3% | $2,853-23.6% | $5,055-56.9% |
| Participant deferral / active EE | $4,742 | $4,920-3.6% | $4,332+9.5% | $6,977-32.0% |
| Admin fee / account holder | $4,578 | $17,468-73.8% | $14,264-67.9% | $19,030-75.9% |