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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 | $85,956 | $124,330-30.9% | $109,173-21.3% | $167,536-48.7% |
| Participation rate | 83.3% | 79.5%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 13.99% | 26.04%-12.1pp | 25.75%-11.8pp | 478.82%-464.8pp |
| Employer contribution / active EE | $7,978 | $4,209+89.5% | $3,723+114.3% | $4,839+64.9% |
| Participant deferral / active EE | $5,808 | $5,256+10.5% | $4,654+24.8% | $6,342-8.4% |
| Admin fee / account holder | $5,610 | $7,974-29.6% | $6,755-16.9% | $12,315-54.4% |