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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 | $75,564 | $162,136-53.4% | $152,301-50.4% | $154,746-51.2% |
| Participation rate | 91.7% | 84.1%+7.6pp | 82.4%+9.2pp | 80.7%+11.0pp |
| Annual return | 14.14% | 91.02%-76.9pp | 80.50%-66.4pp | 172.34%-158.2pp |
| Employer contribution / active EE | $2,131 | $4,890-56.4% | $4,624-53.9% | $4,379-51.3% |
| Participant deferral / active EE | $5,175 | $8,341-38.0% | $8,004-35.3% | $6,730-23.1% |
| Admin fee / account holder | $3,532 | $15,759-77.6% | $14,398-75.5% | $14,365-75.4% |