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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 | $115,556 | $165,351-30.1% | $149,710-22.8% | $158,931-27.3% |
| Participation rate | 84.2% | 84.6%-0.4pp | 82.5%+1.7pp | 82.0%+2.3pp |
| Annual return | 9.60% | 348.19%-338.6pp | 276.63%-267.0pp | 302.86%-293.3pp |
| Employer contribution / active EE | $2,526 | $5,103-50.5% | $4,645-45.6% | $4,761-46.9% |
| Participant deferral / active EE | $6,719 | $7,181-6.4% | $6,842-1.8% | $5,982+12.3% |
| Admin fee / account holder | $534 | $10,807-95.1% | $9,309-94.3% | $11,247-95.3% |