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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 | $82,157 | $157,296-47.8% | $141,191-41.8% | $152,897-46.3% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 26.49% | 64.34%-37.8pp | 71.41%-44.9pp | 345.43%-318.9pp |
| Employer contribution / active EE | $6,730 | $5,262+27.9% | $4,736+42.1% | $4,764+41.3% |
| Participant deferral / active EE | $10,525 | $7,111+48.0% | $6,710+56.9% | $5,851+79.9% |
| Admin fee / account holder | $549 | $12,125-95.5% | $10,264-94.7% | $11,599-95.3% |