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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 | $35,473 | $172,111-79.4% | $150,298-76.4% | $137,256-74.2% |
| Participation rate | 95.0% | 81.7%+13.3pp | 77.8%+17.2pp | 80.0%+15.0pp |
| Annual return | 13.64% | 69.37%-55.7pp | 62.79%-49.1pp | 220.34%-206.7pp |
| Employer contribution / active EE | $3,943 | $4,636-15.0% | $4,154-5.1% | $4,156-5.1% |
| Participant deferral / active EE | $3,102 | $6,166-49.7% | $5,453-43.1% | $6,407-51.6% |
| Admin fee / account holder | $1,646 | $16,471-90.0% | $14,116-88.3% | $12,270-86.6% |