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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 | $13,429 | $102,938-87.0% | $94,105-85.7% | $138,895-90.3% |
| Participation rate | 75.0% | 74.6%+0.4pp | 71.9%+3.1pp | 79.9%-4.9pp |
| Annual return | 23.30% | 250.28%-227.0pp | 204.55%-181.3pp | 145.39%-122.1pp |
| Employer contribution / active EE | $3,770 | $2,732+38.0% | $2,504+50.5% | $4,194-10.1% |
| Participant deferral / active EE | $2,696 | $4,196-35.7% | $3,881-30.5% | $6,396-57.8% |
| Admin fee / account holder | $3,690 | $6,600-44.1% | $6,199-40.5% | $12,562-70.6% |