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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 | $83,022 | $178,174-53.4% | $156,181-46.8% | $137,256-39.5% |
| Participation rate | 93.3% | 82.0%+11.3pp | 78.8%+14.5pp | 80.0%+13.4pp |
| Annual return | 10.92% | 84.19%-73.3pp | 64.87%-54.0pp | 220.34%-209.4pp |
| Employer contribution / active EE | $1,632 | $4,972-67.2% | $4,294-62.0% | $4,156-60.7% |
| Participant deferral / active EE | $4,217 | $6,888-38.8% | $6,132-31.2% | $6,407-34.2% |
| Admin fee / account holder | $6,345 | $17,404-63.5% | $14,586-56.5% | $12,270-48.3% |