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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 | $88,397 | $166,089-46.8% | $164,928-46.4% | $145,978-39.4% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.0pp | 80.3%+11.4pp |
| Annual return | 24.69% | 100.26%-75.6pp | 70.08%-45.4pp | 550.52%-525.8pp |
| Employer contribution / active EE | $2,103 | $5,276-60.1% | $4,343-51.6% | $4,662-54.9% |
| Participant deferral / active EE | $2,760 | $6,961-60.4% | $6,034-54.3% | $6,690-58.7% |
| Admin fee / account holder | $2,810 | $16,641-83.1% | $12,684-77.9% | $13,400-79.0% |