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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 | $51,743 | $154,228-66.5% | $145,433-64.4% | $137,256-62.3% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 47.56% | 74.59%-27.0pp | 66.58%-19.0pp | 220.34%-172.8pp |
| Employer contribution / active EE | $2,369 | $4,804-50.7% | $4,554-48.0% | $4,156-43.0% |
| Participant deferral / active EE | $7,890 | $8,216-4.0% | $7,897-0.1% | $6,407+23.1% |
| Admin fee / account holder | $716 | $14,344-95.0% | $13,129-94.5% | $12,270-94.2% |