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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 | $81,636 | $154,193-47.1% | $130,045-37.2% | $139,466-41.5% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 20.62% | 32.51%-11.9pp | -137.30%+157.9pp | 373.66%-353.0pp |
| Employer contribution / active EE | $6,410 | $5,292+21.1% | $4,321+48.3% | $4,754+34.8% |
| Participant deferral / active EE | $4,778 | $6,709-28.8% | $5,820-17.9% | $6,712-28.8% |
| Admin fee / account holder | $2,099 | $13,989-85.0% | $10,600-80.2% | $11,409-81.6% |