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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 | $73,106 | $49,239+48.5% | $70,462+3.8% | $79,858-8.5% |
| Participation rate | 76.1% | 69.2%+6.9pp | 75.1%+1.0pp | 69.6%+6.5pp |
| Annual return | 57.47% | 30.08%+27.4pp | 109.08%-51.6pp | 31.72%+25.7pp |
| Employer contribution / active EE | $1,062 | $2,100-49.4% | $2,737-61.2% | $2,471-57.0% |
| Participant deferral / active EE | $2,992 | $2,769+8.1% | $3,710-19.3% | $3,740-20.0% |
| Admin fee / account holder | $1,576 | $2,876-45.2% | $3,845-59.0% | $5,306-70.3% |