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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 | $137,499 | $183,539-25.1% | $155,556-11.6% | $145,897-5.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 12.49% | 61.31%-48.8pp | 64.84%-52.4pp | 552.29%-539.8pp |
| Employer contribution / active EE | $5,942 | $5,315+11.8% | $4,675+27.1% | $4,663+27.4% |
| Participant deferral / active EE | $6,069 | $6,467-6.2% | $5,631+7.8% | $6,689-9.3% |
| Admin fee / account holder | $2,986 | $19,275-84.5% | $15,885-81.2% | $13,390-77.7% |