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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 | $143,391 | $162,136-11.6% | $152,301-5.9% | $154,746-7.3% |
| Participation rate | 86.7% | 84.1%+2.6pp | 82.4%+4.2pp | 80.7%+6.0pp |
| Annual return | 11.56% | 91.02%-79.5pp | 80.50%-68.9pp | 172.34%-160.8pp |
| Employer contribution / active EE | $3,456 | $4,890-29.3% | $4,624-25.3% | $4,379-21.1% |
| Participant deferral / active EE | $6,186 | $8,341-25.8% | $8,004-22.7% | $6,730-8.1% |
| Admin fee / account holder | $6,823 | $15,759-56.7% | $14,398-52.6% | $14,365-52.5% |