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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 | $181,062-66.1% | $158,223-61.3% | $155,188-60.5% |
| Participation rate | 95.2% | 82.7%+12.6pp | 79.2%+16.0pp | 80.8%+14.4pp |
| Annual return | 12.84% | 57.39%-44.5pp | 52.09%-39.2pp | 148.84%-136.0pp |
| Employer contribution / active EE | $3,026 | $4,565-33.7% | $4,109-26.4% | $4,248-28.8% |
| Participant deferral / active EE | $3,168 | $6,134-48.4% | $5,467-42.1% | $6,531-51.5% |
| Admin fee / account holder | $7,616 | $18,825-59.5% | $16,047-52.5% | $14,480-47.4% |