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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 | $93,045 | $157,296-40.8% | $141,191-34.1% | $152,897-39.1% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 72.66% | 64.34%+8.3pp | 71.41%+1.3pp | 345.43%-272.8pp |
| Employer contribution / active EE | $3,057 | $5,262-41.9% | $4,736-35.5% | $4,764-35.8% |
| Participant deferral / active EE | $4,932 | $7,111-30.6% | $6,710-26.5% | $5,851-15.7% |
| Admin fee / account holder | $4,460 | $12,125-63.2% | $10,264-56.5% | $11,599-61.6% |