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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 | $95,932 | $183,592-47.7% | $155,574-38.3% | $145,877-34.2% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 13.98% | 61.37%-47.4pp | 64.87%-50.9pp | 551.28%-537.3pp |
| Employer contribution / active EE | $1,883 | $5,317-64.6% | $4,676-59.7% | $4,663-59.6% |
| Participant deferral / active EE | $7,382 | $6,466+14.2% | $5,629+31.1% | $6,691+10.3% |
| Admin fee / account holder | $1,342 | $19,316-93.1% | $15,914-91.6% | $13,402-90.0% |