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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 | $111,079 | $89,364+24.3% | $141,177-21.3% | $72,983+52.2% |
| Participation rate | 91.2% | 75.1%+16.1pp | 82.5%+8.7pp | 69.5%+21.7pp |
| Annual return | 25.62% | 111.86%-86.2pp | 71.40%-45.8pp | 81.01%-55.4pp |
| Employer contribution / active EE | $3,182 | $3,115+2.1% | $4,736-32.8% | $2,440+30.4% |
| Participant deferral / active EE | $5,962 | $5,419+10.0% | $6,710-11.1% | $3,608+65.3% |
| Admin fee / account holder | $7,955 | $5,959+33.5% | $10,263-22.5% | $5,124+55.3% |