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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 | $61,290 | $172,111-64.4% | $150,298-59.2% | $137,256-55.3% |
| Participation rate | 95.2% | 81.7%+13.5pp | 77.8%+17.5pp | 80.0%+15.3pp |
| Annual return | 12.84% | 69.37%-56.5pp | 62.79%-49.9pp | 220.34%-207.5pp |
| Employer contribution / active EE | $3,026 | $4,636-34.7% | $4,154-27.2% | $4,156-27.2% |
| Participant deferral / active EE | $3,168 | $6,166-48.6% | $5,453-41.9% | $6,407-50.6% |
| Admin fee / account holder | $7,616 | $16,471-53.8% | $14,116-46.0% | $12,270-37.9% |