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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 | $41,403 | $162,136-74.5% | $152,301-72.8% | $154,746-73.2% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 21.80% | 91.02%-69.2pp | 80.50%-58.7pp | 172.34%-150.5pp |
| Employer contribution / active EE | $2,038 | $4,890-58.3% | $4,624-55.9% | $4,379-53.5% |
| Participant deferral / active EE | $6,805 | $8,341-18.4% | $8,004-15.0% | $6,730+1.1% |
| Admin fee / account holder | $2,104 | $15,759-86.6% | $14,398-85.4% | $14,365-85.4% |