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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 | $124,334 | $157,296-21.0% | $141,191-11.9% | $152,897-18.7% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.5%-0.6pp |
| Annual return | 26.61% | 64.34%-37.7pp | 71.41%-44.8pp | 345.43%-318.8pp |
| Employer contribution / active EE | $4,915 | $5,262-6.6% | $4,736+3.8% | $4,764+3.2% |
| Participant deferral / active EE | $13,372 | $7,111+88.1% | $6,710+99.3% | $5,851+128.5% |
| Admin fee / account holder | $6,584 | $12,125-45.7% | $10,264-35.9% | $11,599-43.2% |