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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 | $108,922-12.2% | $100,398-4.7% | $145,978-34.5% |
| Participation rate | 81.8% | 83.0%-1.1pp | 81.5%+0.3pp | 80.3%+1.5pp |
| Annual return | 11.32% | 58.04%-46.7pp | 49.32%-38.0pp | 550.52%-539.2pp |
| Employer contribution / active EE | $3,472 | $4,426-21.5% | $3,946-12.0% | $4,662-25.5% |
| Participant deferral / active EE | $5,053 | $8,450-40.2% | $8,084-37.5% | $6,690-24.5% |
| Admin fee / account holder | $9,654 | $9,680-0.3% | $7,893+22.3% | $13,400-28.0% |