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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 | $106,901 | $157,304-32.0% | $141,197-24.3% | $152,909-30.1% |
| Participation rate | 88.2% | 84.8%+3.4pp | 82.5%+5.8pp | 82.5%+5.8pp |
| Annual return | 24.79% | 64.34%-39.6pp | 71.41%-46.6pp | 345.46%-320.7pp |
| Employer contribution / active EE | $5,076 | $5,263-3.5% | $4,736+7.2% | $4,764+6.5% |
| Participant deferral / active EE | $6,626 | $7,111-6.8% | $6,710-1.3% | $5,851+13.2% |
| Admin fee / account holder | $5,788 | $12,126-52.3% | $10,265-43.6% | $11,601-50.1% |