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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 | $139,552 | $196,972-29.2% | $182,262-23.4% | $198,609-29.7% |
| Participation rate | 85.7% | 85.7%0pp | 84.2%+1.5pp | 82.4%+3.3pp |
| Annual return | 17.70% | 158.27%-140.6pp | 140.60%-122.9pp | 202.70%-185.0pp |
| Employer contribution / active EE | $2,458 | $5,364-54.2% | $5,046-51.3% | $5,055-51.4% |
| Participant deferral / active EE | $6,513 | $8,643-24.6% | $8,276-21.3% | $6,977-6.6% |
| Admin fee / account holder | $15,633 | $18,429-15.2% | $16,712-6.5% | $19,030-17.9% |