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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 | $33,985 | $154,228-78.0% | $145,433-76.6% | $137,256-75.2% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 57.92% | 74.59%-16.7pp | 66.58%-8.7pp | 220.34%-162.4pp |
| Employer contribution / active EE | $3,868 | $4,804-19.5% | $4,554-15.1% | $4,156-6.9% |
| Participant deferral / active EE | $7,673 | $8,216-6.6% | $7,897-2.8% | $6,407+19.8% |
| Admin fee / account holder | $5,294 | $14,344-63.1% | $13,129-59.7% | $12,270-56.9% |