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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 | $31,632 | $148,582-78.7% | $135,942-76.7% | $139,456-77.3% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 20.42% | 79.26%-58.8pp | 68.28%-47.9pp | 373.45%-353.0pp |
| Employer contribution / active EE | $3,420 | $5,245-34.8% | $4,858-29.6% | $4,753-28.0% |
| Participant deferral / active EE | $6,920 | $8,101-14.6% | $7,759-10.8% | $6,711+3.1% |
| Admin fee / account holder | $795 | $12,402-93.6% | $10,764-92.6% | $11,407-93.0% |