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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 | $99,659 | $165,399-39.7% | $149,745-33.4% | $158,982-37.3% |
| Participation rate | 89.5% | 84.6%+4.9pp | 82.5%+7.0pp | 82.0%+7.5pp |
| Annual return | 10.23% | 348.34%-338.1pp | 276.72%-266.5pp | 302.99%-292.8pp |
| Employer contribution / active EE | $5,295 | $5,105+3.7% | $4,646+14.0% | $4,763+11.2% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,811 | $10,811-74.0% | $9,312-69.8% | $11,252-75.0% |