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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 | $24,965 | $115,903-78.5% | $100,528-75.2% | $158,966-84.3% |
| Participation rate | 95.8% | 81.6%+14.2pp | 79.4%+16.4pp | 82.0%+13.9pp |
| Annual return | 8.95% | 34.80%-25.8pp | 30.90%-21.9pp | 302.95%-294.0pp |
| Employer contribution / active EE | $3,553 | $4,105-13.4% | $3,419+3.9% | $4,762-25.4% |
| Participant deferral / active EE | $4,946 | $6,677-25.9% | $6,271-21.1% | $5,983-17.3% |
| Admin fee / account holder | $2,686 | $11,000-75.6% | $8,084-66.8% | $11,250-76.1% |