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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 | $86,355 | $114,013-24.3% | $103,693-16.7% | $155,188-44.4% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.0pp | 80.8%+10.9pp |
| Annual return | 12.33% | 49.31%-37.0pp | 47.61%-35.3pp | 148.84%-136.5pp |
| Employer contribution / active EE | $5,298 | $3,131+69.2% | $2,920+81.4% | $4,248+24.7% |
| Participant deferral / active EE | $1,631 | $4,970-67.2% | $4,579-64.4% | $6,531-75.0% |
| Admin fee / account holder | $68,290 | $8,407+712.3% | $7,858+769.0% | $14,480+371.6% |