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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 | $55,542 | $51,638+7.6% | $68,368-18.8% | $82,448-32.6% |
| Participation rate | 87.2% | 63.6%+23.6pp | 73.8%+13.4pp | 68.1%+19.1pp |
| Annual return | 24.57% | 37.53%-13.0pp | 292.57%-268.0pp | 41.64%-17.1pp |
| Employer contribution / active EE | $3,873 | $2,047+89.3% | $2,649+46.2% | $2,551+51.8% |
| Participant deferral / active EE | $8,597 | $2,914+195.1% | $4,123+108.5% | $4,139+107.7% |
| Admin fee / account holder | $1,370 | $4,643-70.5% | $5,150-73.4% | $7,234-81.1% |