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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 | $20,056 | $73,955-72.9% | $96,520-79.2% | $75,181-73.3% |
| Participation rate | 97.7% | 66.4%+31.3pp | 74.3%+23.4pp | 67.2%+30.5pp |
| Annual return | 54.88% | 26.72%+28.2pp | 35.72%+19.2pp | 160.69%-105.8pp |
| Employer contribution / active EE | $1,988 | $2,930-32.1% | $3,739-46.8% | $2,671-25.6% |
| Participant deferral / active EE | $5,080 | $3,659+38.8% | $4,879+4.1% | $4,126+23.1% |
| Admin fee / account holder | $1,483 | $5,217-71.6% | $6,733-78.0% | $5,650-73.7% |