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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 | $52,634 | $84,953-38.0% | $163,379-67.8% | $82,637-36.3% |
| Participation rate | 71.4% | 65.9%+5.5pp | 76.8%-5.4pp | 68.1%+3.4pp |
| Annual return | 47.23% | 23.07%+24.2pp | 63.41%-16.2pp | 53.51%-6.3pp |
| Employer contribution / active EE | $2,478 | $2,183+13.5% | $3,752-34.0% | $2,552-2.9% |
| Participant deferral / active EE | $5,090 | $4,326+17.7% | $6,282-19.0% | $4,126+23.4% |
| Admin fee / account holder | $2,681 | $7,921-66.2% | $9,818-72.7% | $7,339-63.5% |