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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 | $78,634 | $183,539-57.2% | $155,556-49.4% | $145,897-46.1% |
| Participation rate | 93.8% | 82.7%+11.0pp | 78.2%+15.5pp | 80.3%+13.4pp |
| Annual return | 18.01% | 61.31%-43.3pp | 64.84%-46.8pp | 552.29%-534.3pp |
| Employer contribution / active EE | $4,318 | $5,315-18.8% | $4,675-7.6% | $4,663-7.4% |
| Participant deferral / active EE | $6,873 | $6,467+6.3% | $5,631+22.1% | $6,689+2.7% |
| Admin fee / account holder | $7,003 | $19,275-63.7% | $15,885-55.9% | $13,390-47.7% |