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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 | $37,769 | $90,486-58.3% | $78,676-52.0% | $273,972-86.2% |
| Participation rate | 90.9% | 76.5%+14.4pp | 73.6%+17.3pp | 83.0%+7.9pp |
| Annual return | 8.70% | 75.62%-66.9pp | 62.19%-53.5pp | 41.46%-32.8pp |
| Employer contribution / active EE | $4,495 | $3,175+41.6% | $2,850+57.7% | $4,869-7.7% |
| Participant deferral / active EE | $8,639 | $3,901+121.4% | $3,517+145.7% | $5,287+63.4% |
| Admin fee / account holder | $4,589 | $5,263-12.8% | $4,510+1.7% | $10,133-54.7% |