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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 | $74,479 | $114,013-34.7% | $103,693-28.2% | $155,188-52.0% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.3pp | 80.8%+10.1pp |
| Annual return | 14.61% | 49.31%-34.7pp | 47.61%-33.0pp | 148.84%-134.2pp |
| Employer contribution / active EE | $2,363 | $3,131-24.5% | $2,920-19.1% | $4,248-44.4% |
| Participant deferral / active EE | $3,762 | $4,970-24.3% | $4,579-17.8% | $6,531-42.4% |
| Admin fee / account holder | $1,326 | $8,407-84.2% | $7,858-83.1% | $14,480-90.8% |