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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 | $90,605 | $183,592-50.6% | $155,567-41.8% | $145,959-37.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 10.60% | 61.24%-50.6pp | 64.74%-54.1pp | 561.95%-551.3pp |
| Employer contribution / active EE | $2,972 | $5,315-44.1% | $4,674-36.4% | $4,661-36.2% |
| Participant deferral / active EE | $4,600 | $6,464-28.8% | $5,628-18.3% | $6,689-31.2% |
| Admin fee / account holder | $4,738 | $19,318-75.5% | $15,916-70.2% | $13,398-64.6% |