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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 | $57,974 | $125,778-53.9% | $114,563-49.4% | $154,746-62.5% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.9%+10.4pp | 80.7%+2.6pp |
| Annual return | 17.82% | 295.14%-277.3pp | 241.09%-223.3pp | 172.34%-154.5pp |
| Employer contribution / active EE | $3,434 | $2,806+22.4% | $2,592+32.5% | $4,379-21.6% |
| Participant deferral / active EE | $8,326 | $4,445+87.3% | $4,142+101.0% | $6,730+23.7% |
| Admin fee / account holder | $1,040 | $8,190-87.3% | $7,623-86.4% | $14,365-92.8% |