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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 | $59,058 | $201,370-70.7% | $184,256-67.9% | $145,897-59.5% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 15.00% | 29.05%-14.0pp | 28.85%-13.8pp | 552.29%-537.3pp |
| Employer contribution / active EE | $6,946 | $7,024-1.1% | $6,427+8.1% | $4,663+49.0% |
| Participant deferral / active EE | $13,461 | $9,808+37.2% | $9,133+47.4% | $6,689+101.2% |
| Admin fee / account holder | $2,337 | $16,364-85.7% | $13,899-83.2% | $13,390-82.5% |