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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 | $95,651 | $108,911-12.2% | $100,392-4.7% | $145,884-34.4% |
| Participation rate | 81.8% | 83.0%-1.1pp | 81.5%+0.3pp | 80.3%+1.5pp |
| Annual return | 11.32% | 58.23%-46.9pp | 49.45%-38.1pp | 551.85%-540.5pp |
| Employer contribution / active EE | $3,472 | $4,420-21.4% | $3,941-11.9% | $4,662-25.5% |
| Participant deferral / active EE | $5,053 | $8,459-40.3% | $8,090-37.5% | $6,690-24.5% |
| Admin fee / account holder | $9,654 | $9,698-0.5% | $7,904+22.1% | $13,392-27.9% |