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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 | $69,281 | $172,111-59.7% | $150,298-53.9% | $137,256-49.5% |
| Participation rate | 81.8% | 81.7%+0.1pp | 77.8%+4.1pp | 80.0%+1.9pp |
| Annual return | 15.79% | 69.37%-53.6pp | 62.79%-47.0pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,287 | $4,636-72.3% | $4,154-69.0% | $4,156-69.0% |
| Participant deferral / active EE | $10,828 | $6,166+75.6% | $5,453+98.6% | $6,407+69.0% |
| Admin fee / account holder | $1,085 | $16,471-93.4% | $14,116-92.3% | $12,270-91.2% |