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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 | $88,130 | $183,592-52.0% | $155,574-43.4% | $145,877-39.6% |
| Participation rate | 89.5% | 82.7%+6.8pp | 78.2%+11.3pp | 80.3%+9.2pp |
| Annual return | 11.45% | 61.37%-49.9pp | 64.87%-53.4pp | 551.28%-539.8pp |
| Employer contribution / active EE | $2,931 | $5,317-44.9% | $4,676-37.3% | $4,663-37.1% |
| Participant deferral / active EE | $4,249 | $6,466-34.3% | $5,629-24.5% | $6,691-36.5% |
| Admin fee / account holder | $2,072 | $19,316-89.3% | $15,914-87.0% | $13,402-84.5% |