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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 | $183,516-57.2% | $155,534-49.4% | $145,884-46.1% |
| Participation rate | 93.8% | 82.7%+11.0pp | 78.2%+15.5pp | 80.3%+13.4pp |
| Annual return | 18.01% | 61.43%-43.4pp | 64.92%-46.9pp | 551.85%-533.8pp |
| Employer contribution / active EE | $4,318 | $5,315-18.7% | $4,675-7.6% | $4,662-7.4% |
| Participant deferral / active EE | $6,873 | $6,467+6.3% | $5,630+22.1% | $6,690+2.7% |
| Admin fee / account holder | $7,003 | $19,293-63.7% | $15,900-56.0% | $13,392-47.7% |