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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 | $68,780 | $162,136-57.6% | $152,301-54.8% | $154,746-55.6% |
| Participation rate | 94.7% | 84.1%+10.6pp | 82.4%+12.3pp | 80.7%+14.0pp |
| Annual return | 20.28% | 91.02%-70.7pp | 80.50%-60.2pp | 172.34%-152.1pp |
| Employer contribution / active EE | $3,225 | $4,890-34.0% | $4,624-30.3% | $4,379-26.3% |
| Participant deferral / active EE | $10,291 | $8,341+23.4% | $8,004+28.6% | $6,730+52.9% |
| Admin fee / account holder | $1,155 | $15,759-92.7% | $14,398-92.0% | $14,365-92.0% |