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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 | $83,588 | $157,296-46.9% | $141,191-40.8% | $152,897-45.3% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.5%-12.5pp |
| Annual return | 18.27% | 64.34%-46.1pp | 71.41%-53.1pp | 345.43%-327.2pp |
| Employer contribution / active EE | $5,031 | $5,262-4.4% | $4,736+6.2% | $4,764+5.6% |
| Participant deferral / active EE | $3,351 | $7,111-52.9% | $6,710-50.1% | $5,851-42.7% |
| Admin fee / account holder | $876 | $12,125-92.8% | $10,264-91.5% | $11,599-92.4% |