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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 | $86,193 | $181,062-52.4% | $158,223-45.5% | $155,188-44.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 79.2%+8.3pp | 80.8%+6.7pp |
| Annual return | 20.80% | 57.39%-36.6pp | 52.09%-31.3pp | 148.84%-128.0pp |
| Employer contribution / active EE | $2,116 | $4,565-53.6% | $4,109-48.5% | $4,248-50.2% |
| Participant deferral / active EE | $3,412 | $6,134-44.4% | $5,467-37.6% | $6,531-47.8% |
| Admin fee / account holder | $988 | $18,825-94.8% | $16,047-93.8% | $14,480-93.2% |