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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 | $64,847 | $86,298-24.9% | $111,308-41.7% | $85,847-24.5% |
| Participation rate | 87.0% | 73.3%+13.6pp | 77.3%+9.6pp | 69.3%+17.6pp |
| Annual return | 17.38% | 19.99%-2.6pp | 54.67%-37.3pp | 318.61%-301.2pp |
| Employer contribution / active EE | $2,174 | $2,044+6.4% | $2,732-20.4% | $2,565-15.3% |
| Participant deferral / active EE | $2,797 | $3,641-23.2% | $4,487-37.7% | $3,952-29.2% |
| Admin fee / account holder | $13,008 | $8,189+58.8% | $7,965+63.3% | $6,261+107.8% |