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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 | $97,215 | $157,296-38.2% | $141,191-31.1% | $152,897-36.4% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.5%+7.5pp |
| Annual return | 20.46% | 64.34%-43.9pp | 71.41%-50.9pp | 345.43%-325.0pp |
| Employer contribution / active EE | $2,102 | $5,262-60.1% | $4,736-55.6% | $4,764-55.9% |
| Participant deferral / active EE | $4,039 | $7,111-43.2% | $6,710-39.8% | $5,851-31.0% |
| Admin fee / account holder | $4,826 | $12,125-60.2% | $10,264-53.0% | $11,599-58.4% |