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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 | $63,492 | $217,427-70.8% | $185,837-65.8% | $167,518-62.1% |
| Participation rate | 92.3% | 86.0%+6.3pp | 81.7%+10.6pp | 82.1%+10.2pp |
| Annual return | 12.66% | 148.39%-135.7pp | 122.08%-109.4pp | 478.71%-466.0pp |
| Employer contribution / active EE | $2,920 | $5,874-50.3% | $5,168-43.5% | $4,838-39.7% |
| Participant deferral / active EE | $6,261 | $6,357-1.5% | $5,568+12.4% | $6,342-1.3% |
| Admin fee / account holder | $552 | $19,816-97.2% | $16,241-96.6% | $12,312-95.5% |