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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 | $57,826 | $88,672-34.8% | $105,223-45.0% | $82,448-29.9% |
| Participation rate | 71.1% | 67.9%+3.1pp | 75.0%-4.0pp | 68.1%+3.0pp |
| Annual return | 19.52% | 30.86%-11.3pp | 180.65%-161.1pp | 41.64%-22.1pp |
| Employer contribution / active EE | $3,331 | $3,048+9.3% | $3,689-9.7% | $2,551+30.6% |
| Participant deferral / active EE | $5,913 | $4,036+46.5% | $5,072+16.6% | $4,139+42.9% |
| Admin fee / account holder | $9,812 | $7,146+37.3% | $8,859+10.8% | $7,234+35.6% |