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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 | $46,141 | $165,939-72.2% | $122,354-62.3% | $147,585-68.7% |
| Participation rate | 85.7% | 79.6%+6.1pp | 71.6%+14.1pp | 82.8%+2.9pp |
| Annual return | 17.40% | 34.56%-17.2pp | 30.28%-12.9pp | 578.58%-561.2pp |
| Employer contribution / active EE | $2,801 | $5,754-51.3% | $4,051-30.9% | $4,876-42.6% |
| Participant deferral / active EE | $5,793 | $4,005+44.6% | $3,287+76.2% | $5,439+6.5% |
| Admin fee / account holder | $353 | $7,425-95.3% | $5,479-93.6% | $10,886-96.8% |