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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 | $82,459 | $103,008-19.9% | $90,304-8.7% | $152,897-46.1% |
| Participation rate | 84.6% | 75.9%+8.7pp | 73.3%+11.3pp | 82.5%+2.2pp |
| Annual return | 20.20% | 95.22%-75.0pp | 78.13%-57.9pp | 345.43%-325.2pp |
| Employer contribution / active EE | $2,255 | $3,139-28.2% | $2,855-21.0% | $4,764-52.7% |
| Participant deferral / active EE | $2,446 | $4,281-42.9% | $3,885-37.0% | $5,851-58.2% |
| Admin fee / account holder | $6,192 | $6,175+0.3% | $5,354+15.7% | $11,599-46.6% |