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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 | $87,706 | $183,516-52.2% | $155,534-43.6% | $145,884-39.9% |
| Participation rate | 88.2% | 82.7%+5.5pp | 78.2%+10.0pp | 80.3%+7.9pp |
| Annual return | 12.62% | 61.43%-48.8pp | 64.92%-52.3pp | 551.85%-539.2pp |
| Employer contribution / active EE | $2,225 | $5,315-58.1% | $4,675-52.4% | $4,662-52.3% |
| Participant deferral / active EE | $3,955 | $6,467-38.8% | $5,630-29.8% | $6,690-40.9% |
| Admin fee / account holder | $1,400 | $19,293-92.7% | $15,900-91.2% | $13,392-89.5% |