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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 | $34,718 | $154,228-77.5% | $145,433-76.1% | $137,256-74.7% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 80.0%+15.0pp |
| Annual return | 17.27% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $3,648 | $4,804-24.1% | $4,554-19.9% | $4,156-12.2% |
| Participant deferral / active EE | $5,528 | $8,216-32.7% | $7,897-30.0% | $6,407-13.7% |
| Admin fee / account holder | $6,551 | $14,344-54.3% | $13,129-50.1% | $12,270-46.6% |