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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 | $86,494 | $124,346-30.4% | $111,308-22.3% | $167,536-48.4% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 18.09% | 37.45%-19.4pp | 54.67%-36.6pp | 478.82%-460.7pp |
| Employer contribution / active EE | $2,784 | $3,437-19.0% | $2,732+1.9% | $4,839-42.5% |
| Participant deferral / active EE | $6,721 | $5,182+29.7% | $4,487+49.8% | $6,342+6.0% |
| Admin fee / account holder | $13,726 | $10,621+29.2% | $7,965+72.3% | $12,315+11.5% |