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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 | $109,795 | $157,296-30.2% | $141,191-22.2% | $152,897-28.2% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.5%+10.4pp |
| Annual return | 25.34% | 64.34%-39.0pp | 71.41%-46.1pp | 345.43%-320.1pp |
| Employer contribution / active EE | $5,668 | $5,262+7.7% | $4,736+19.7% | $4,764+19.0% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,097 | $12,125-82.7% | $10,264-79.6% | $11,599-81.9% |