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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 | $105,925 | $157,304-32.7% | $141,197-25.0% | $152,909-30.7% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.5%+10.4pp |
| Annual return | 19.82% | 64.34%-44.5pp | 71.41%-51.6pp | 345.46%-325.6pp |
| Employer contribution / active EE | $3,318 | $5,263-36.9% | $4,736-29.9% | $4,764-30.3% |
| Participant deferral / active EE | $7,817 | $7,111+9.9% | $6,710+16.5% | $5,851+33.6% |
| Admin fee / account holder | $3,825 | $12,126-68.5% | $10,265-62.7% | $11,601-67.0% |