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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 | $114,096 | $157,296-27.5% | $141,191-19.2% | $152,897-25.4% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 21.53% | 64.34%-42.8pp | 71.41%-49.9pp | 345.43%-323.9pp |
| Employer contribution / active EE | $1,526 | $5,262-71.0% | $4,736-67.8% | $4,764-68.0% |
| Participant deferral / active EE | $9,277 | $7,111+30.5% | $6,710+38.3% | $5,851+58.6% |
| Admin fee / account holder | $1,226 | $12,125-89.9% | $10,264-88.1% | $11,599-89.4% |