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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 | $74,258 | $157,296-52.8% | $141,191-47.4% | $152,897-51.4% |
| Participation rate | 86.4% | 84.8%+1.5pp | 82.5%+3.9pp | 82.5%+3.9pp |
| Annual return | 19.80% | 64.34%-44.5pp | 71.41%-51.6pp | 345.43%-325.6pp |
| Employer contribution / active EE | $3,724 | $5,262-29.2% | $4,736-21.4% | $4,764-21.8% |
| Participant deferral / active EE | $7,463 | $7,111+5.0% | $6,710+11.2% | $5,851+27.5% |
| Admin fee / account holder | $1,044 | $12,125-91.4% | $10,264-89.8% | $11,599-91.0% |