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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 | $124,640 | $183,516-32.1% | $155,534-19.9% | $145,884-14.6% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 8.89% | 61.43%-52.5pp | 64.92%-56.0pp | 551.85%-543.0pp |
| Employer contribution / active EE | $3,193 | $5,315-39.9% | $4,675-31.7% | $4,662-31.5% |
| Participant deferral / active EE | $7,823 | $6,467+21.0% | $5,630+38.9% | $6,690+16.9% |
| Admin fee / account holder | $577 | $19,293-97.0% | $15,900-96.4% | $13,392-95.7% |