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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 | $109,334 | $157,304-30.5% | $141,197-22.6% | $152,909-28.5% |
| Participation rate | 95.2% | 84.8%+10.4pp | 82.5%+12.8pp | 82.5%+12.8pp |
| Annual return | 24.87% | 64.34%-39.5pp | 71.41%-46.5pp | 345.46%-320.6pp |
| Employer contribution / active EE | $2,436 | $5,263-53.7% | $4,736-48.6% | $4,764-48.9% |
| Participant deferral / active EE | $4,897 | $7,111-31.1% | $6,710-27.0% | $5,851-16.3% |
| Admin fee / account holder | $9,297 | $12,126-23.3% | $10,265-9.4% | $11,601-19.9% |