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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 | $31,768 | $162,136-80.4% | $152,301-79.1% | $154,746-79.5% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 13.42% | 91.02%-77.6pp | 80.50%-67.1pp | 172.34%-158.9pp |
| Employer contribution / active EE | $1,810 | $4,890-63.0% | $4,624-60.9% | $4,379-58.7% |
| Participant deferral / active EE | $5,425 | $8,341-35.0% | $8,004-32.2% | $6,730-19.4% |
| Admin fee / account holder | $2,393 | $15,759-84.8% | $14,398-83.4% | $14,365-83.3% |