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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 | $121,578 | $157,276-22.7% | $141,177-13.9% | $152,885-20.5% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.5%+9.9pp |
| Annual return | 20.80% | 64.33%-43.5pp | 71.40%-50.6pp | 345.39%-324.6pp |
| Employer contribution / active EE | $2,548 | $5,262-51.6% | $4,736-46.2% | $4,763-46.5% |
| Participant deferral / active EE | $6,646 | $7,110-6.5% | $6,710-1.0% | $5,851+13.6% |
| Admin fee / account holder | $4,382 | $12,123-63.8% | $10,263-57.3% | $11,598-62.2% |