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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 | $66,642 | $157,276-57.6% | $141,177-52.8% | $152,885-56.4% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.5%+11.7pp |
| Annual return | 25.18% | 64.33%-39.2pp | 71.40%-46.2pp | 345.39%-320.2pp |
| Employer contribution / active EE | $2,656 | $5,262-49.5% | $4,736-43.9% | $4,763-44.2% |
| Participant deferral / active EE | $6,232 | $7,110-12.3% | $6,710-7.1% | $5,851+6.5% |
| Admin fee / account holder | $3,250 | $12,123-73.2% | $10,263-68.3% | $11,598-72.0% |