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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 | $95,119 | $148,629-36.0% | $135,982-30.1% | $139,487-31.8% |
| Participation rate | 90.9% | 83.9%+7.0pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 12.74% | 79.33%-66.6pp | 68.32%-55.6pp | 373.84%-361.1pp |
| Employer contribution / active EE | $5,578 | $5,247+6.3% | $4,859+14.8% | $4,755+17.3% |
| Participant deferral / active EE | $4,772 | $8,102-41.1% | $7,760-38.5% | $6,713-28.9% |
| Admin fee / account holder | $6,126 | $12,406-50.6% | $10,767-43.1% | $11,407-46.3% |