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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 | $51,171 | $196,972-74.0% | $182,262-71.9% | $198,609-74.2% |
| Participation rate | 91.7% | 85.7%+6.0pp | 84.2%+7.5pp | 82.4%+9.3pp |
| Annual return | 13.78% | 158.27%-144.5pp | 140.60%-126.8pp | 202.70%-188.9pp |
| Employer contribution / active EE | $3,306 | $5,364-38.4% | $5,046-34.5% | $5,055-34.6% |
| Participant deferral / active EE | $8,632 | $8,643-0.1% | $8,276+4.3% | $6,977+23.7% |
| Admin fee / account holder | $6,797 | $18,429-63.1% | $16,712-59.3% | $19,030-64.3% |