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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 | $99,016 | $132,634-25.3% | $115,768-14.5% | $137,256-27.9% |
| Participation rate | 89.5% | 77.9%+11.6pp | 74.4%+15.1pp | 80.0%+9.5pp |
| Annual return | 13.42% | 160.70%-147.3pp | 100.46%-87.0pp | 220.34%-206.9pp |
| Employer contribution / active EE | $2,872 | $3,360-14.5% | $2,940-2.3% | $4,156-30.9% |
| Participant deferral / active EE | $2,246 | $5,619-60.0% | $4,917-54.3% | $6,407-64.9% |
| Admin fee / account holder | $572 | $15,028-96.2% | $12,439-95.4% | $12,270-95.3% |