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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 | $114,690 | $162,136-29.3% | $152,301-24.7% | $154,746-25.9% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 16.79% | 91.02%-74.2pp | 80.50%-63.7pp | 172.34%-155.6pp |
| Employer contribution / active EE | $3,671 | $4,890-24.9% | $4,624-20.6% | $4,379-16.2% |
| Participant deferral / active EE | $5,669 | $8,341-32.0% | $8,004-29.2% | $6,730-15.8% |
| Admin fee / account holder | $8,942 | $15,759-43.3% | $14,398-37.9% | $14,365-37.8% |